SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 168 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $434 | -2.0% | 6,473 | -1.5% | 0.00% | 0.0% |
| Q1 2024 | $443 | +17.5% | 6,571 | +8.1% | 0.00% | 0.0% |
| Q4 2023 | $377 | +7.4% | 6,080 | -3.2% | 0.00% | 0.0% |
| Q3 2023 | $351 | -6.9% | 6,278 | -4.0% | 0.00% | 0.0% |
| Q2 2023 | $377 | +8.0% | 6,540 | +2.8% | 0.00% | 0.0% |
| Q1 2023 | $349 | +6.1% | 6,359 | +3.2% | 0.00% | 0.0% |
| Q4 2022 | $329 | -99.9% | 6,159 | +19.6% | 0.00% | 0.0% |
| Q3 2022 | $246,000 | -2.8% | 5,150 | +4.8% | 0.00% | 0.0% |
| Q2 2022 | $253,000 | -18.1% | 4,912 | -7.1% | 0.00% | 0.0% |
| Q1 2022 | $309,000 | +7.3% | 5,290 | +7.7% | 0.00% | 0.0% |
| Q4 2021 | $288,000 | +10.3% | 4,912 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $261,000 | -1.5% | 4,838 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $265,000 | +1.9% | 4,838 | -3.7% | 0.00% | 0.0% |
| Q1 2021 | $260,000 | -28.0% | 5,024 | -44.9% | 0.00% | -66.7% |
| Q3 2019 | $361,000 | -9.3% | 9,126 | -10.2% | 0.00% | 0.0% |
| Q2 2019 | $398,000 | +7.3% | 10,165 | +4.0% | 0.00% | 0.0% |
| Q1 2019 | $371,000 | +1.4% | 9,775 | +5.8% | 0.00% | 0.0% |
| Q3 2018 | $366,000 | +4.3% | 9,236 | -4.3% | 0.00% | -25.0% |
| Q1 2018 | $351,000 | +67.9% | 9,654 | +73.3% | 0.00% | +100.0% |
| Q4 2017 | $209,000 | – | 5,571 | – | 0.00% | – |
Download | ||||||
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% |