SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 196 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $236,171 | +1.6% | 3,526 | +2.2% | 0.06% | -1.6% |
| Q1 2024 | $232,563 | +9.2% | 3,451 | 0.0% | 0.06% | +1.6% |
| Q4 2023 | $213,000 | +6.3% | 3,451 | -3.6% | 0.06% | -1.6% |
| Q3 2023 | $200,373 | -3.1% | 3,580 | -0.4% | 0.06% | +1.6% |
| Q2 2023 | $206,849 | -55.0% | 3,593 | -75.5% | 0.06% | -74.0% |
| Q1 2020 | $460,000 | -52.6% | 14,693 | -35.3% | 0.24% | -40.7% |
| Q4 2019 | $970,000 | -8.8% | 22,716 | -15.6% | 0.41% | -13.7% |
| Q3 2019 | $1,064,000 | 0.0% | 26,913 | -1.1% | 0.47% | -6.7% |
| Q2 2019 | $1,064,000 | +3.6% | 27,215 | +0.5% | 0.51% | +12.9% |
| Q1 2019 | $1,027,000 | +11.9% | 27,068 | +0.2% | 0.45% | +1.1% |
| Q4 2018 | $918,000 | -23.6% | 27,026 | -10.8% | 0.44% | -17.3% |
| Q3 2018 | $1,202,000 | +36.0% | 30,284 | +27.9% | 0.54% | +27.6% |
| Q2 2018 | $884,000 | +1.8% | 23,687 | -0.8% | 0.42% | +1.0% |
| Q1 2018 | $868,000 | -55.1% | 23,876 | -53.7% | 0.42% | -20.9% |
| Q4 2017 | $1,934,000 | +188.2% | 51,612 | +170.2% | 0.53% | +55.5% |
| Q3 2017 | $671,000 | -10.8% | 19,099 | -14.1% | 0.34% | +64.6% |
| Q2 2017 | $752,000 | +1.3% | 22,231 | +1.3% | 0.21% | -0.5% |
| Q1 2017 | $742,000 | +6.5% | 21,950 | +2.9% | 0.21% | +15.6% |
| Q4 2016 | $697,000 | – | 21,335 | – | 0.18% | – |
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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% |