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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $501,093 | +33.3% | 9,124 | +29.7% | 0.02% | +18.8% |
| Q4 2022 | $375,779 | +1.6% | 7,032 | -9.3% | 0.02% | -5.9% |
| Q3 2022 | $370,000 | -10.8% | 7,755 | -5.0% | 0.02% | -10.5% |
| Q2 2022 | $415,000 | -20.7% | 8,162 | -8.7% | 0.02% | -9.5% |
| Q1 2022 | $523,000 | +1.8% | 8,940 | +1.9% | 0.02% | -19.2% |
| Q4 2021 | $514,000 | -21.4% | 8,772 | -26.6% | 0.03% | -21.2% |
| Q2 2021 | $654,297 | -74.5% | 11,957 | -76.0% | 0.03% | -77.6% |
| Q1 2021 | $2,569,722 | – | 49,733 | – | 0.15% | – |
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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% |