SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $259,000 | +22.2% | 4,424 | -23.1% | 0.01% | -9.1% |
| Q2 2020 | $212,000 | -50.6% | 5,754 | -58.0% | 0.01% | -57.7% |
| Q1 2020 | $429,000 | -27.5% | 13,696 | -1.2% | 0.03% | -13.3% |
| Q4 2019 | $592,000 | +29500.0% | 13,862 | +25570.4% | 0.03% | – |
| Q2 2019 | $2,000 | -95.5% | 54 | -95.4% | 0.00% | -100.0% |
| Q1 2019 | $44,000 | -41.3% | 1,168 | -47.4% | 0.00% | -60.0% |
| Q4 2018 | $75,000 | -52.8% | 2,219 | -44.8% | 0.01% | -44.4% |
| Q3 2018 | $159,000 | +14.4% | 4,018 | +7.8% | 0.01% | +12.5% |
| Q2 2018 | $139,000 | +631.6% | 3,727 | +1019.2% | 0.01% | +700.0% |
| Q1 2018 | $19,000 | – | 333 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 889,529 | $34,451,000 | 15.65% |
| Glassman Wealth Services | 1,223,802 | $47,398,000 | 13.05% |
| Planned Solutions, Inc. | 332,993 | $12,897,000 | 12.60% |
| Arlington Financial Advisors, LLC | 568,491 | $22,018,000 | 11.28% |
| McAdam, LLC | 1,349,024 | $52,248,000 | 9.93% |
| Charles Schwab Investment Advisory, Inc. | 78,675,596 | $3,047,106,000 | 7.25% |
| Resonant Capital Advisors, LLC | 501,903 | $19,439,000 | 5.54% |
| Opes Wealth Management LLC | 265,766 | $10,293,000 | 4.92% |
| Consolidated Planning Corp | 160,058 | $6,199,000 | 4.62% |
| Your Advocates Ltd., LLP | 151,243 | $5,858,000 | 4.60% |