SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 191 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $449,000 | -22.6% | 8,813 | -11.0% | 0.27% | -6.2% |
| Q1 2022 | $580,000 | -7.2% | 9,907 | -7.2% | 0.29% | +14.3% |
| Q4 2021 | $625,000 | +19.3% | 10,672 | +9.9% | 0.25% | -6.3% |
| Q3 2021 | $524,000 | +6.9% | 9,707 | +8.4% | 0.27% | +35.9% |
| Q2 2021 | $490,000 | +6.1% | 8,953 | +0.1% | 0.20% | +3.1% |
| Q1 2021 | $462,000 | -3.8% | 8,947 | -15.6% | 0.19% | -23.5% |
| Q4 2020 | $480,000 | +17.9% | 10,601 | +0.9% | 0.25% | -1.2% |
| Q3 2020 | $407,000 | +15.0% | 10,510 | +9.2% | 0.25% | +11.4% |
| Q2 2020 | $354,000 | +56.6% | 9,621 | +33.1% | 0.23% | +81.0% |
| Q1 2020 | $226,000 | -17.5% | 7,226 | +0.1% | 0.13% | +10.5% |
| Q1 2019 | $274,000 | -30.8% | 7,218 | -31.7% | 0.11% | -39.0% |
| Q4 2017 | $396,000 | +44.5% | 10,572 | +35.7% | 0.19% | +41.7% |
| Q3 2017 | $274,000 | – | 7,789 | – | 0.13% | – |
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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% |