SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 137 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $3,065,000 | -86.6% | 83,153 | -85.8% | 0.06% | +14.0% |
| Q2 2019 | $22,935,000 | +3.1% | 586,430 | -0.0% | 0.06% | 0.0% |
| Q1 2019 | $22,256,000 | +11.7% | 586,447 | +0.0% | 0.06% | -1.7% |
| Q4 2018 | $19,927,000 | -17.9% | 586,430 | -4.1% | 0.06% | -4.9% |
| Q3 2018 | $24,262,000 | +3.8% | 611,430 | -2.3% | 0.06% | -1.6% |
| Q2 2018 | $23,375,000 | +2.8% | 626,004 | +0.0% | 0.06% | +1.6% |
| Q1 2018 | $22,749,000 | -3.0% | 626,000 | 0.0% | 0.06% | -4.7% |
| Q4 2017 | $23,450,000 | +6.6% | 626,000 | 0.0% | 0.06% | 0.0% |
| Q3 2017 | $22,004,000 | +3.9% | 626,000 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $21,171,000 | +0.1% | 626,000 | 0.0% | 0.06% | -4.5% |
| Q1 2017 | $21,153,000 | +3.6% | 626,000 | 0.0% | 0.07% | -1.5% |
| Q4 2016 | $20,426,000 | +4.9% | 626,000 | 0.0% | 0.07% | +3.0% |
| Q3 2016 | $19,475,000 | +34.7% | 626,000 | +31.2% | 0.07% | +26.9% |
| Q2 2016 | $14,458,000 | +9.3% | 477,000 | +6.4% | 0.05% | +8.3% |
| Q1 2016 | $13,223,000 | +3.0% | 448,400 | 0.0% | 0.05% | +4.3% |
| Q4 2015 | $12,842,000 | +12.6% | 448,400 | +7.2% | 0.05% | +7.0% |
| Q3 2015 | $11,410,000 | +251.2% | 418,400 | +282.1% | 0.04% | +290.9% |
| Q2 2015 | $3,249,000 | +134.4% | 109,500 | +137.0% | 0.01% | +120.0% |
| Q1 2015 | $1,386,000 | -0.4% | 46,200 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $1,391,000 | – | 46,200 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 903,526 | $33,286,000 | 15.42% |
| Glassman Wealth Services | 1,241,000 | $45,718,000 | 14.21% |
| Arlington Financial Advisors, LLC | 578,960 | $21,329,000 | 12.06% |
| McAdam, LLC | 1,292,714 | $47,624,000 | 10.12% |
| Charles Schwab Investment Advisory, Inc. | 78,154,368 | $2,879,207,000 | 7.26% |
| Consolidated Planning Corp | 161,051 | $5,933,000 | 5.82% |
| Opes Wealth Management LLC | 301,480 | $11,107,000 | 5.66% |
| Resonant Capital Advisors, LLC | 471,190 | $17,359,000 | 5.04% |
| OXFORD FINANCIAL GROUP, LTD. LLC | 691,553 | $25,477,000 | 4.32% |
| White Pine Investment CO | 194,681 | $7,172,000 | 3.54% |