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 | $21,436 | -2.8% | 383 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $22,049 | +4.8% | 383 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $21,034 | +3.6% | 383 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $20,307 | +6.9% | 383 | 0.0% | 0.02% | +6.7% |
| Q3 2022 | $19,000 | -5.0% | 383 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $20,000 | -13.0% | 383 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $23,000 | -78.7% | 383 | -79.2% | 0.01% | -78.1% |
| Q4 2021 | $108,000 | +4.9% | 1,844 | -2.7% | 0.06% | +1.6% |
| Q3 2021 | $103,000 | -1.0% | 1,895 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $104,000 | -34.2% | 1,895 | -38.0% | 0.06% | -35.7% |
| Q1 2021 | $158,000 | +7.5% | 3,058 | -1.6% | 0.10% | +8.9% |
| Q4 2020 | $147,000 | -13.5% | 3,107 | -29.2% | 0.09% | -24.4% |
| Q3 2020 | $170,000 | -90.1% | 4,391 | -90.5% | 0.12% | -93.2% |
| Q2 2020 | $1,710,000 | +4.4% | 46,418 | -1.8% | 1.76% | +3.2% |
| Q1 2020 | $1,638,000 | -25.3% | 47,280 | -8.0% | 1.70% | +0.5% |
| Q4 2019 | $2,194,000 | – | 51,417 | – | 1.69% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 773,458 | $42,324,000 | 14.77% |
| Glassman Wealth Services | 1,288,371 | $70,500,000 | 14.75% |
| Planned Solutions, Inc. | 345,547 | $18,908,000 | 13.08% |
| Arlington Financial Advisors, LLC | 552,390 | $30,227,000 | 11.48% |
| McAdam, LLC | 1,689,513 | $93,092,000 | 10.56% |
| Prairiewood Capital, LLC | 180,720 | $9,889,000 | 8.45% |
| Ashford Advisors, LLC | 402,174 | $22,006,000 | 8.36% |
| Charles Schwab Investment Advisory, Inc. | 85,152,872 | $4,659,565,000 | 7.98% |
| Consolidated Planning Corp | 163,483 | $8,945,000 | 6.62% |
| Resonant Capital Advisors, LLC | 588,680 | $32,213,000 | 6.23% |