SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 277 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,419,494 | +18.5% | 42,027 | +4.8% | 0.00% | 0.0% |
| Q2 2022 | $2,041,000 | +375.8% | 40,103 | +446.5% | 0.00% | – |
| Q1 2022 | $429,000 | -20.8% | 7,338 | -26.0% | 0.00% | – |
| Q2 2021 | $542,000 | -40.2% | 9,913 | -57.6% | 0.00% | -100.0% |
| Q3 2020 | $906,000 | -58.0% | 23,394 | -60.0% | 0.00% | -50.0% |
| Q2 2020 | $2,155,000 | +369.5% | 58,490 | +299.1% | 0.00% | – |
| Q1 2020 | $459,000 | -62.1% | 14,654 | -48.3% | 0.00% | -100.0% |
| Q4 2019 | $1,210,000 | -79.2% | 28,357 | -80.7% | 0.00% | -80.0% |
| Q3 2019 | $5,804,000 | +228.1% | 146,739 | +224.5% | 0.01% | +233.3% |
| Q2 2019 | $1,769,000 | -67.1% | 45,221 | -68.1% | 0.00% | -66.7% |
| Q1 2019 | $5,385,000 | +90.9% | 141,896 | +99.6% | 0.01% | +50.0% |
| Q3 2018 | $2,821,000 | -53.3% | 71,105 | -56.0% | 0.01% | -57.1% |
| Q2 2018 | $6,036,000 | -29.0% | 161,643 | -30.9% | 0.01% | -36.4% |
| Q1 2018 | $8,496,000 | +129.5% | 233,800 | +136.6% | 0.02% | +100.0% |
| Q4 2017 | $3,702,000 | -24.9% | 98,827 | -29.5% | 0.01% | -31.2% |
| Q3 2017 | $4,930,000 | +494.7% | 140,263 | +472.5% | 0.02% | +433.3% |
| Q2 2017 | $829,000 | -94.3% | 24,502 | -94.3% | 0.00% | -95.4% |
| Q1 2017 | $14,558,000 | +1726.6% | 430,844 | +1663.3% | 0.06% | +2066.7% |
| Q4 2016 | $797,000 | -83.7% | 24,434 | -84.4% | 0.00% | -87.0% |
| Q3 2016 | $4,879,000 | +4.8% | 156,828 | +2.1% | 0.02% | 0.0% |
| Q2 2016 | $4,654,000 | +59.4% | 153,541 | +55.1% | 0.02% | +43.8% |
| Q1 2016 | $2,920,000 | +179.4% | 99,009 | +171.3% | 0.02% | +128.6% |
| Q4 2015 | $1,045,000 | +16.6% | 36,500 | +11.1% | 0.01% | +16.7% |
| Q3 2015 | $896,000 | -63.9% | 32,850 | -60.3% | 0.01% | -68.4% |
| Q1 2015 | $2,484,000 | +205.5% | 82,810 | +206.6% | 0.02% | +216.7% |
| Q4 2014 | $813,000 | -60.2% | 27,010 | -61.6% | 0.01% | -71.4% |
| Q3 2014 | $2,043,000 | -18.1% | 70,415 | -18.2% | 0.02% | -34.4% |
| Q2 2014 | $2,493,000 | +308.0% | 86,101 | +291.0% | 0.03% | +357.1% |
| Q1 2014 | $611,000 | – | 22,021 | – | 0.01% | – |
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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% |