SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 277 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. 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. | 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% |