SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 299 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $350,000 | -12.1% | 6,764 | -13.5% | 0.04% | -21.4% |
| Q2 2022 | $398,000 | -13.5% | 7,819 | -0.5% | 0.06% | -17.6% |
| Q1 2022 | $460,000 | -49.3% | 7,857 | -49.3% | 0.07% | -54.4% |
| Q4 2021 | $908,000 | +5.1% | 15,493 | -3.3% | 0.15% | -4.5% |
| Q3 2021 | $864,000 | -2.2% | 16,016 | -0.7% | 0.16% | -23.5% |
| Q2 2021 | $883,000 | -0.8% | 16,134 | -6.3% | 0.20% | -48.7% |
| Q1 2021 | $890,000 | +8.8% | 17,220 | -4.6% | 0.40% | -43.2% |
| Q4 2020 | $818,000 | +13.3% | 18,056 | -3.2% | 0.70% | +21.1% |
| Q3 2020 | $722,000 | -57.4% | 18,645 | -59.4% | 0.58% | -67.1% |
| Q2 2020 | $1,693,000 | -2.4% | 45,959 | -17.0% | 1.76% | -38.7% |
| Q1 2020 | $1,734,000 | -24.4% | 55,347 | +3.0% | 2.87% | +11.5% |
| Q4 2019 | $2,294,000 | – | 53,746 | – | 2.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 773,458 | $42,324,000 | 14.77% |
| Glassman Wealth Services | 1,288,371 | $70,500,000 | 14.75% |
| Planned Solutions, Inc. | 345,547 | $18,908,000 | 13.08% |
| Arlington Financial Advisors, LLC | 552,390 | $30,227,000 | 11.48% |
| McAdam, LLC | 1,689,513 | $93,092,000 | 10.56% |
| Prairiewood Capital, LLC | 180,720 | $9,889,000 | 8.45% |
| Ashford Advisors, LLC | 402,174 | $22,006,000 | 8.36% |
| Charles Schwab Investment Advisory, Inc. | 85,152,872 | $4,659,565,000 | 7.98% |
| Consolidated Planning Corp | 163,483 | $8,945,000 | 6.62% |
| Resonant Capital Advisors, LLC | 588,680 | $32,213,000 | 6.23% |