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 | $590,429 | -0.6% | 8,815 | 0.0% | 0.04% | -2.3% |
Q1 2024 | $594,043 | +8.8% | 8,815 | 0.0% | 0.04% | 0.0% |
Q4 2023 | $546,001 | +10.2% | 8,815 | -0.4% | 0.04% | -4.3% |
Q3 2023 | $495,446 | -2.4% | 8,852 | +0.4% | 0.05% | 0.0% |
Q2 2023 | $507,480 | +4.8% | 8,815 | 0.0% | 0.05% | -4.2% |
Q1 2023 | $484,120 | +2.8% | 8,815 | 0.0% | 0.05% | -5.9% |
Q4 2022 | $471,074 | +31.6% | 8,815 | +17.5% | 0.05% | +21.4% |
Q3 2022 | $358,000 | -6.3% | 7,505 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $382,000 | -11.6% | 7,505 | +1.6% | 0.04% | 0.0% |
Q1 2022 | $432,000 | -0.2% | 7,386 | 0.0% | 0.04% | +7.7% |
Q4 2021 | $433,000 | +7.7% | 7,386 | 0.0% | 0.04% | -4.9% |
Q3 2021 | $402,000 | -0.5% | 7,386 | 0.0% | 0.04% | -2.4% |
Q2 2021 | $404,000 | +5.8% | 7,386 | 0.0% | 0.04% | -25.0% |
Q1 2021 | $382,000 | +14.0% | 7,386 | 0.0% | 0.06% | +5.7% |
Q4 2020 | $335,000 | +17.1% | 7,386 | 0.0% | 0.05% | +1.9% |
Q3 2020 | $286,000 | +5.1% | 7,386 | +0.0% | 0.05% | -3.7% |
Q2 2020 | $272,000 | +17.7% | 7,385 | 0.0% | 0.05% | -1.8% |
Q1 2020 | $231,000 | -26.7% | 7,385 | 0.0% | 0.06% | -11.3% |
Q4 2019 | $315,000 | +7.9% | 7,385 | 0.0% | 0.06% | +3.3% |
Q3 2019 | $292,000 | +1.0% | 7,385 | 0.0% | 0.06% | +3.4% |
Q2 2019 | $289,000 | +3.2% | 7,385 | 0.0% | 0.06% | 0.0% |
Q1 2019 | $280,000 | +11.6% | 7,385 | 0.0% | 0.06% | +1.8% |
Q4 2018 | $251,000 | -14.3% | 7,385 | 0.0% | 0.06% | -5.0% |
Q3 2018 | $293,000 | +6.2% | 7,385 | 0.0% | 0.06% | +9.1% |
Q2 2018 | $276,000 | – | 7,385 | – | 0.06% | – |
Download |
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% |