SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $750,229 | -6.5% | 12,796 | -8.1% | 0.00% | – |
| Q2 2023 | $802,695 | +25.8% | 13,926 | +17.0% | 0.00% | – |
| Q4 2022 | $638,132 | +43.7% | 11,901 | +39.2% | 0.00% | – |
| Q3 2022 | $444,000 | -13.1% | 8,550 | -12.1% | 0.00% | – |
| Q2 2022 | $511,000 | +4.5% | 9,728 | +18.1% | 0.00% | – |
| Q1 2022 | $489,000 | -4.7% | 8,240 | -5.5% | 0.00% | – |
| Q4 2021 | $513,000 | +75.7% | 8,719 | +64.2% | 0.00% | – |
| Q3 2021 | $292,000 | +235.6% | 5,311 | +232.6% | 0.00% | – |
| Q2 2021 | $87,000 | +77.6% | 1,597 | +69.7% | 0.00% | – |
| Q1 2021 | $49,000 | +75.0% | 941 | +59.5% | 0.00% | – |
| Q4 2020 | $28,000 | +2700.0% | 590 | +3587.5% | 0.00% | – |
| Q2 2020 | $1,000 | -98.9% | 16 | -99.4% | 0.00% | – |
| Q4 2018 | $93,000 | – | 2,751 | – | 0.00% | – |
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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% |