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 2019 | $1,334,000 | +1.1% | 33,740 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,320,000 | +3.1% | 33,740 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,280,000 | +11.7% | 33,740 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $1,146,000 | -14.4% | 33,740 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $1,339,000 | +6.3% | 33,740 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $1,260,000 | +2.8% | 33,740 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,226,000 | -3.0% | 33,740 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $1,264,000 | +6.6% | 33,740 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $1,186,000 | +3.9% | 33,740 | 0.0% | 0.01% | -14.3% |
| Q2 2017 | $1,141,000 | +29.7% | 33,740 | +29.5% | 0.01% | +40.0% |
| Q1 2017 | $880,000 | +3.5% | 26,050 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $850,000 | +4.9% | 26,050 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $810,000 | +167.3% | 26,050 | +160.5% | 0.01% | +150.0% |
| Q2 2016 | $303,000 | +2.7% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $295,000 | – | 10,000 | – | 0.00% | – |
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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% |