SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 147 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $513 | +32.6% | 7,665 | +33.6% | 0.00% | 0.0% |
Q1 2024 | $387 | +40.2% | 5,736 | +28.8% | 0.00% | +100.0% |
Q4 2023 | $276 | +7.4% | 4,454 | -3.0% | 0.00% | -50.0% |
Q3 2023 | $257 | -9.2% | 4,592 | -6.5% | 0.00% | 0.0% |
Q2 2023 | $283 | +177.5% | 4,910 | +164.1% | 0.00% | +100.0% |
Q1 2023 | $102 | -36.6% | 1,859 | -38.2% | 0.00% | 0.0% |
Q4 2022 | $161 | -99.8% | 3,010 | +87.1% | 0.00% | 0.0% |
Q3 2022 | $77,000 | -13.5% | 1,609 | -7.8% | 0.00% | 0.0% |
Q2 2022 | $89,000 | +6.0% | 1,745 | +20.9% | 0.00% | 0.0% |
Q1 2022 | $84,000 | -2.3% | 1,443 | -1.7% | 0.00% | 0.0% |
Q4 2021 | $86,000 | +11.7% | 1,468 | +4.8% | 0.00% | 0.0% |
Q2 2021 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $77,000 | 0.0% | 1,401 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $77,000 | -33.6% | 1,401 | -58.9% | 0.00% | -66.7% |
Q4 2018 | $116,000 | +78.5% | 3,411 | +109.0% | 0.00% | +50.0% |
Q3 2018 | $65,000 | +25.0% | 1,632 | +16.5% | 0.00% | 0.0% |
Q2 2018 | $52,000 | – | 1,401 | – | 0.00% | – |
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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% |