SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,190,572 | -3.3% | 253,539 | +0.5% | 4.85% | +1.6% |
| Q2 2023 | $14,679,588 | +3.4% | 252,313 | -2.4% | 4.78% | -6.5% |
| Q1 2023 | $14,195,421 | +0.3% | 258,475 | -2.4% | 5.11% | -2.9% |
| Q4 2022 | $14,150,630 | +21.4% | 264,795 | +8.5% | 5.26% | +10.9% |
| Q3 2022 | $11,655,000 | -4.9% | 244,030 | +1.4% | 4.74% | -0.5% |
| Q2 2022 | $12,254,000 | -12.4% | 240,747 | +0.7% | 4.76% | +4.0% |
| Q1 2022 | $13,982,000 | +2.7% | 239,012 | +2.9% | 4.58% | +6.6% |
| Q4 2021 | $13,619,000 | +18.0% | 232,367 | +10.2% | 4.30% | +12.5% |
| Q3 2021 | $11,543,000 | 0.0% | 210,955 | 0.0% | 3.82% | -8.3% |
| Q2 2021 | $11,543,000 | +11.9% | 210,955 | +5.6% | 4.17% | +13.6% |
| Q1 2021 | $10,320,000 | +16.6% | 199,721 | +2.2% | 3.67% | +9.1% |
| Q4 2020 | $8,848,000 | +22.3% | 195,358 | +4.6% | 3.36% | +3.8% |
| Q3 2020 | $7,236,000 | +4.9% | 186,840 | -0.2% | 3.24% | +1.2% |
| Q2 2020 | $6,897,000 | +3.6% | 187,222 | -11.9% | 3.20% | -7.6% |
| Q1 2020 | $6,658,000 | -26.8% | 212,521 | -0.3% | 3.46% | -10.8% |
| Q4 2019 | $9,097,000 | – | 213,135 | – | 3.88% | – |
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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% |