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 | $66,605 | -2.8% | 1,190 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $68,509 | -1.1% | 1,190 | -5.6% | 0.02% | -10.5% |
| Q1 2023 | $69,255 | -57.0% | 1,261 | -58.2% | 0.02% | -60.4% |
| Q4 2022 | $161,228 | -35.5% | 3,017 | -42.4% | 0.05% | -42.9% |
| Q3 2022 | $250,000 | -34.0% | 5,240 | -19.2% | 0.08% | -27.6% |
| Q1 2022 | $379,000 | +1.1% | 6,485 | +1.3% | 0.12% | +2.7% |
| Q4 2021 | $375,000 | – | 6,403 | – | 0.11% | – |
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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% |