SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 190 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $37,000 | -11.9% | 725 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $42,000 | +7.7% | 725 | 0.0% | 0.03% | +13.0% |
| Q3 2021 | $39,000 | -2.5% | 725 | 0.0% | 0.02% | -4.2% |
| Q2 2021 | $40,000 | +8.1% | 725 | 0.0% | 0.02% | +41.2% |
| Q1 2021 | $37,000 | +12.1% | 725 | 0.0% | 0.02% | -26.1% |
| Q4 2020 | $33,000 | +22.2% | 725 | 0.0% | 0.02% | -4.2% |
| Q2 2020 | $27,000 | +17.4% | 725 | 0.0% | 0.02% | -7.7% |
| Q1 2020 | $23,000 | -39.5% | 725 | -18.6% | 0.03% | -25.7% |
| Q4 2019 | $38,000 | +8.6% | 891 | 0.0% | 0.04% | -2.8% |
| Q3 2019 | $35,000 | 0.0% | 891 | 0.0% | 0.04% | -2.7% |
| Q2 2019 | $35,000 | -78.9% | 891 | -86.2% | 0.04% | +208.3% |
| Q1 2019 | $166,000 | – | 6,442 | – | 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% |