SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 190 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $806,000 | +42.4% | 21,888 | +21.2% | 0.38% | +47.1% |
| Q1 2020 | $566,000 | -49.4% | 18,055 | -31.1% | 0.26% | -17.1% |
| Q4 2019 | $1,119,000 | +30.3% | 26,211 | +20.7% | 0.31% | +95.0% |
| Q3 2019 | $859,000 | +3.2% | 21,718 | +2.1% | 0.16% | +7.4% |
| Q2 2019 | $832,000 | +3.5% | 21,266 | +0.4% | 0.15% | +5.7% |
| Q1 2019 | $804,000 | +41.3% | 21,181 | +26.6% | 0.14% | +20.7% |
| Q4 2018 | $569,000 | -20.5% | 16,733 | -7.2% | 0.12% | -25.2% |
| Q3 2018 | $716,000 | +4.7% | 18,035 | -1.5% | 0.16% | 0.0% |
| Q2 2018 | $684,000 | – | 18,305 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 893,757 | $40,478,000 | 15.53% |
| Glassman Wealth Services | 2,546,730 | $115,342,000 | 13.31% |
| Planned Solutions, Inc. | 341,452 | $15,464,000 | 12.38% |
| Arlington Financial Advisors, LLC | 589,028 | $26,677,000 | 11.25% |
| McAdam, LLC | 1,408,027 | $65,896,000 | 10.09% |
| Charles Schwab Investment Advisory, Inc. | 81,093,260 | $3,672,714,000 | 7.61% |
| Prairiewood Capital, LLC | 153,437 | $6,949,000 | 7.10% |
| Resonant Capital Advisors, LLC | 528,104 | $23,918,000 | 5.66% |
| Opes Wealth Management LLC | 251,364 | $11,384,000 | 5.48% |
| Your Advocates Ltd., LLP | 143,072 | $6,480,000 | 4.77% |