SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 112 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,554,408 | +7.4% | 23,207 | +8.1% | 0.06% | 0.0% |
| Q1 2024 | $1,446,733 | +207.5% | 21,468 | +182.7% | 0.06% | +176.2% |
| Q4 2023 | $470,442 | +18.5% | 7,595 | +7.1% | 0.02% | +5.0% |
| Q3 2023 | $397,064 | +15.4% | 7,094 | +18.7% | 0.02% | +11.1% |
| Q2 2023 | $344,028 | +36.5% | 5,976 | +30.3% | 0.02% | +28.6% |
| Q1 2023 | $251,992 | -9.4% | 4,588 | -11.9% | 0.01% | -17.6% |
| Q4 2022 | $278,250 | +11.3% | 5,207 | -0.5% | 0.02% | -10.5% |
| Q3 2022 | $250,000 | +1215.8% | 5,234 | +904.6% | 0.02% | +280.0% |
| Q1 2018 | $19,000 | -5.0% | 521 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $20,000 | +11.1% | 521 | 0.0% | 0.01% | -37.5% |
| Q3 2017 | $18,000 | +1700.0% | 521 | 0.0% | 0.01% | – |
| Q2 2017 | $1,000 | -94.1% | 521 | 0.0% | 0.00% | -100.0% |
| Q1 2017 | $17,000 | -5.6% | 521 | -4.2% | 0.01% | -21.4% |
| Q4 2016 | $18,000 | – | 544 | – | 0.01% | – |
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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% |