SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 191 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,000 | -87.1% | 68 | -88.1% | 0.00% | -85.7% |
| Q3 2021 | $31,000 | -29.5% | 571 | -28.2% | 0.01% | -26.3% |
| Q2 2021 | $44,000 | +7.3% | 795 | +0.1% | 0.02% | +5.6% |
| Q1 2021 | $41,000 | +583.3% | 794 | +459.2% | 0.02% | +500.0% |
| Q4 2020 | $6,000 | +50.0% | 142 | +30.3% | 0.00% | +50.0% |
| Q3 2020 | $4,000 | -98.4% | 109 | -98.7% | 0.00% | -98.6% |
| Q2 2015 | $250,000 | +8.2% | 8,393 | +9.1% | 0.15% | +4.3% |
| Q1 2015 | $231,000 | – | 7,694 | – | 0.14% | – |
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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% |