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 2023 | $229,325 | -2.9% | 4,097 | -0.2% | 0.12% | -5.7% |
| Q2 2023 | $236,241 | -1.6% | 4,104 | -6.1% | 0.12% | -5.4% |
| Q1 2023 | $240,088 | +2.8% | 4,372 | +0.1% | 0.13% | -3.0% |
| Q4 2022 | $233,457 | +12.2% | 4,369 | +0.1% | 0.13% | +10.7% |
| Q3 2022 | $208,000 | -6.3% | 4,365 | +0.1% | 0.12% | -2.4% |
| Q2 2022 | $222,000 | -12.9% | 4,362 | +0.3% | 0.12% | +1.6% |
| Q1 2022 | $255,000 | +0.8% | 4,348 | +0.9% | 0.12% | +2.5% |
| Q4 2021 | $253,000 | +9.1% | 4,311 | +0.1% | 0.12% | -0.8% |
| Q3 2021 | $232,000 | -2.1% | 4,308 | -0.4% | 0.12% | -4.0% |
| Q2 2021 | $237,000 | +6.3% | 4,327 | -1.0% | 0.12% | -3.1% |
| Q1 2021 | $223,000 | – | 4,370 | – | 0.13% | – |
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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% |