SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102 | +4.1% | 1,828 | +7.3% | 0.04% | -2.7% |
| Q2 2023 | $98 | +5.4% | 1,703 | +0.3% | 0.04% | +5.7% |
| Q1 2023 | $93 | +3.3% | 1,698 | +0.3% | 0.04% | -2.8% |
| Q4 2022 | $90 | -99.9% | 1,693 | +0.4% | 0.04% | -5.3% |
| Q3 2022 | $81,000 | +47.3% | 1,687 | +55.8% | 0.04% | +58.3% |
| Q2 2022 | $55,000 | +1733.3% | 1,083 | +2306.7% | 0.02% | +2300.0% |
| Q1 2022 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | +50.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | +100.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -50.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | -50.0% |
| Q3 2019 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | – | 45 | – | 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% |