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 | $997,273 | -2.8% | 17,818 | 0.0% | 0.43% | +5.2% |
| Q2 2023 | $1,025,782 | +0.3% | 17,818 | -4.3% | 0.41% | -5.6% |
| Q1 2023 | $1,022,501 | +2.8% | 18,618 | 0.0% | 0.43% | -4.7% |
| Q4 2022 | $994,946 | +11.9% | 18,618 | 0.0% | 0.45% | +1.3% |
| Q3 2022 | $889,000 | -6.2% | 18,618 | 0.0% | 0.44% | -1.1% |
| Q2 2022 | $948,000 | +117.9% | 18,618 | +150.6% | 0.45% | +140.6% |
| Q1 2022 | $435,000 | +33.0% | 7,428 | +33.0% | 0.19% | +10.0% |
| Q4 2021 | $327,000 | +8.6% | 5,583 | 0.0% | 0.17% | 0.0% |
| Q3 2021 | $301,000 | -1.6% | 5,583 | 0.0% | 0.17% | +1.2% |
| Q2 2021 | $306,000 | -20.3% | 5,583 | -24.8% | 0.17% | -30.9% |
| Q1 2021 | $384,000 | +14.3% | 7,429 | 0.0% | 0.24% | +8.0% |
| Q4 2020 | $336,000 | +10.2% | 7,429 | -5.7% | 0.22% | -6.2% |
| Q3 2020 | $305,000 | +5.2% | 7,879 | 0.0% | 0.24% | -4.4% |
| Q2 2020 | $290,000 | +16.5% | 7,879 | -1.0% | 0.25% | +1.2% |
| Q1 2020 | $249,000 | -41.0% | 7,959 | -19.4% | 0.25% | -33.5% |
| Q4 2019 | $422,000 | – | 9,878 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 889,529 | $34,451,000 | 15.65% |
| Glassman Wealth Services | 1,223,802 | $47,398,000 | 13.05% |
| Planned Solutions, Inc. | 332,993 | $12,897,000 | 12.60% |
| Arlington Financial Advisors, LLC | 568,491 | $22,018,000 | 11.28% |
| McAdam, LLC | 1,349,024 | $52,248,000 | 9.93% |
| Charles Schwab Investment Advisory, Inc. | 78,675,596 | $3,047,106,000 | 7.25% |
| Resonant Capital Advisors, LLC | 501,903 | $19,439,000 | 5.54% |
| Opes Wealth Management LLC | 265,766 | $10,293,000 | 4.92% |
| Consolidated Planning Corp | 160,058 | $6,199,000 | 4.62% |
| Your Advocates Ltd., LLP | 151,243 | $5,858,000 | 4.60% |