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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106,343 | -2.8% | 1,900 | 0.0% | 0.04% | -4.3% |
| Q2 2023 | $109,383 | +437432.0% | 1,900 | +322.2% | 0.05% | +318.2% |
| Q1 2023 | $25 | -99.9% | 450 | +5.4% | 0.01% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 427 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 427 | 0.0% | 0.01% | +10.0% |
| Q1 2021 | $22,000 | +15.8% | 427 | 0.0% | 0.01% | +11.1% |
| Q4 2020 | $19,000 | +1800.0% | 427 | +1193.9% | 0.01% | +800.0% |
| Q3 2020 | $1,000 | -92.9% | 33 | -91.6% | 0.00% | -88.9% |
| Q2 2020 | $14,000 | -77.8% | 393 | -73.3% | 0.01% | -78.0% |
| Q4 2019 | $63,000 | – | 1,471 | – | 0.04% | – |
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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% |