SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $341,982 | -2.3% | 5,106 | -24.5% | 0.02% | -43.2% |
| Q3 2022 | $350,000 | -12.1% | 6,764 | -13.5% | 0.04% | -21.4% |
| Q2 2022 | $398,000 | -13.5% | 7,819 | -0.5% | 0.06% | -17.6% |
| Q1 2022 | $460,000 | -49.3% | 7,857 | -49.3% | 0.07% | -54.4% |
| Q4 2021 | $908,000 | +5.1% | 15,493 | -3.3% | 0.15% | -4.5% |
| Q3 2021 | $864,000 | -2.2% | 16,016 | -0.7% | 0.16% | -23.5% |
| Q2 2021 | $883,000 | -0.8% | 16,134 | -6.3% | 0.20% | -48.7% |
| Q1 2021 | $890,000 | +8.8% | 17,220 | -4.6% | 0.40% | -43.2% |
| Q4 2020 | $818,000 | +13.3% | 18,056 | -3.2% | 0.70% | +21.1% |
| Q3 2020 | $722,000 | -57.4% | 18,645 | -59.4% | 0.58% | -67.1% |
| Q2 2020 | $1,693,000 | -2.4% | 45,959 | -17.0% | 1.76% | -38.7% |
| Q1 2020 | $1,734,000 | -24.4% | 55,347 | +3.0% | 2.87% | +11.5% |
| Q4 2019 | $2,294,000 | – | 53,746 | – | 2.57% | – |
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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% |