SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 57 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $13,279,000 | +6.5% | 349,907 | -73.6% | 1.24% | +3.6% |
| Q4 2018 | $12,467,000 | -9.4% | 1,327,580 | +282.9% | 1.19% | +5.9% |
| Q3 2018 | $13,758,000 | -19.3% | 346,721 | -24.0% | 1.13% | -29.1% |
| Q2 2018 | $17,040,000 | -29.3% | 456,338 | -31.2% | 1.59% | -28.7% |
| Q1 2018 | $24,108,000 | -6.8% | 663,399 | -3.9% | 2.23% | -18.0% |
| Q4 2017 | $25,870,000 | -10.5% | 690,614 | -16.0% | 2.71% | -31.4% |
| Q3 2017 | $28,892,000 | +3.9% | 821,971 | -0.0% | 3.96% | -26.4% |
| Q2 2017 | $27,809,000 | -0.2% | 822,258 | -0.3% | 5.37% | -5.6% |
| Q1 2017 | $27,859,000 | -16.8% | 824,462 | -19.7% | 5.69% | -37.1% |
| Q4 2016 | $33,494,000 | +7.5% | 1,026,494 | +0.9% | 9.06% | -35.4% |
| Q3 2016 | $31,165,000 | +30.1% | 1,017,810 | +28.8% | 14.03% | +5.6% |
| Q2 2016 | $23,953,000 | – | 790,259 | – | 13.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 773,458 | $42,324,000 | 14.77% |
| Glassman Wealth Services | 1,288,371 | $70,500,000 | 14.75% |
| Planned Solutions, Inc. | 345,547 | $18,908,000 | 13.08% |
| Arlington Financial Advisors, LLC | 552,390 | $30,227,000 | 11.48% |
| McAdam, LLC | 1,689,513 | $93,092,000 | 10.56% |
| Prairiewood Capital, LLC | 180,720 | $9,889,000 | 8.45% |
| Ashford Advisors, LLC | 402,174 | $22,006,000 | 8.36% |
| Charles Schwab Investment Advisory, Inc. | 85,152,872 | $4,659,565,000 | 7.98% |
| Consolidated Planning Corp | 163,483 | $8,945,000 | 6.62% |
| Resonant Capital Advisors, LLC | 588,680 | $32,213,000 | 6.23% |