SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 253 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $192,313 | -2.8% | 3,436 | 0.0% | 0.02% | +4.8% |
| Q2 2023 | $197,811 | +4.8% | 3,436 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $188,705 | +2.8% | 3,436 | 0.0% | 0.02% | -4.3% |
| Q4 2022 | $183,620 | +12.0% | 3,436 | 0.0% | 0.02% | -17.9% |
| Q3 2022 | $164,000 | -5.2% | 3,436 | +1.4% | 0.03% | -3.4% |
| Q2 2022 | $173,000 | -8.5% | 3,390 | +5.0% | 0.03% | 0.0% |
| Q1 2022 | $189,000 | 0.0% | 3,230 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $189,000 | +8.6% | 3,230 | 0.0% | 0.03% | -37.0% |
| Q3 2021 | $174,000 | -1.7% | 3,230 | 0.0% | 0.05% | +15.0% |
| Q2 2021 | $177,000 | +6.0% | 3,230 | 0.0% | 0.04% | +5.3% |
| Q1 2021 | $167,000 | +14.4% | 3,230 | 0.0% | 0.04% | +5.6% |
| Q4 2020 | $146,000 | +16.8% | 3,230 | 0.0% | 0.04% | +5.9% |
| Q3 2020 | $125,000 | +5.0% | 3,230 | 0.0% | 0.03% | -2.9% |
| Q2 2020 | $119,000 | +11800.0% | 3,230 | +15281.0% | 0.04% | – |
| Q4 2019 | $1,000 | – | 21 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 893,757 | $40,478,000 | 15.53% |
| Glassman Wealth Services | 2,546,730 | $115,342,000 | 13.31% |
| Planned Solutions, Inc. | 341,452 | $15,464,000 | 12.38% |
| Arlington Financial Advisors, LLC | 589,028 | $26,677,000 | 11.25% |
| McAdam, LLC | 1,408,027 | $65,896,000 | 10.09% |
| Charles Schwab Investment Advisory, Inc. | 81,093,260 | $3,672,714,000 | 7.61% |
| Prairiewood Capital, LLC | 153,437 | $6,949,000 | 7.10% |
| Resonant Capital Advisors, LLC | 528,104 | $23,918,000 | 5.66% |
| Opes Wealth Management LLC | 251,364 | $11,384,000 | 5.48% |
| Your Advocates Ltd., LLP | 143,072 | $6,480,000 | 4.77% |