SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 282 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $69 | +4.5% | 1,197 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $66 | -72.2% | 1,197 | -73.0% | 0.01% | -75.0% |
| Q4 2022 | $237 | -99.9% | 4,436 | +29.1% | 0.02% | +33.3% |
| Q3 2022 | $164,000 | -54.2% | 3,436 | -51.2% | 0.02% | -51.6% |
| Q2 2022 | $358,000 | -13.1% | 7,036 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $412,000 | -3.3% | 7,036 | -3.1% | 0.03% | +3.3% |
| Q4 2021 | $426,000 | +453.2% | 7,261 | +410.6% | 0.03% | +400.0% |
| Q3 2021 | $77,000 | +18.5% | 1,422 | +18.8% | 0.01% | +20.0% |
| Q2 2021 | $65,000 | +333.3% | 1,197 | +214.2% | 0.01% | +150.0% |
| Q3 2020 | $15,000 | -65.1% | 381 | -61.9% | 0.00% | -60.0% |
| Q4 2019 | $43,000 | +152.9% | 1,000 | +127.3% | 0.01% | +150.0% |
| Q2 2019 | $17,000 | -41.4% | 440 | -43.1% | 0.00% | -50.0% |
| Q1 2019 | $29,000 | +7.4% | 773 | +13.8% | 0.00% | 0.0% |
| Q3 2018 | $27,000 | -30.8% | 679 | -35.9% | 0.00% | -33.3% |
| Q1 2018 | $39,000 | -2.5% | 1,060 | 0.0% | 0.01% | +20.0% |
| Q4 2017 | $40,000 | – | 1,060 | – | 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% |