SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 197 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,923,988 | +25.3% | 73,514 | +26.1% | 0.00% | – |
Q1 2024 | $3,929,238 | +56.5% | 58,306 | +43.8% | 0.00% | – |
Q4 2023 | $2,510,651 | +27.6% | 40,534 | +15.3% | 0.00% | – |
Q3 2023 | $1,968,041 | +5.6% | 35,162 | +8.6% | 0.00% | – |
Q2 2023 | $1,863,163 | -36.8% | 32,363 | -39.7% | 0.00% | – |
Q1 2023 | $2,947,204 | +169.2% | 53,664 | +161.9% | 0.00% | – |
Q4 2022 | $1,094,867 | +24.6% | 20,488 | +11.3% | 0.00% | – |
Q3 2022 | $879,000 | -2.3% | 18,413 | +4.1% | 0.00% | – |
Q2 2022 | $900,000 | -10.4% | 17,685 | +3.1% | 0.00% | – |
Q1 2022 | $1,004,000 | -19.5% | 17,161 | -19.3% | 0.00% | – |
Q4 2021 | $1,247,000 | +30.0% | 21,269 | +19.7% | 0.00% | – |
Q3 2021 | $959,000 | +8.4% | 17,775 | +9.9% | 0.00% | – |
Q2 2021 | $885,000 | +29.6% | 16,167 | +22.3% | 0.00% | – |
Q1 2021 | $683,000 | +85.6% | 13,217 | +62.9% | 0.00% | – |
Q4 2020 | $368,000 | 0.0% | 8,116 | -14.6% | 0.00% | – |
Q3 2020 | $368,000 | +55.9% | 9,499 | +48.0% | 0.00% | – |
Q2 2020 | $236,000 | +63.9% | 6,420 | +39.2% | 0.00% | – |
Q1 2020 | $144,000 | -44.4% | 4,613 | -24.0% | 0.00% | – |
Q4 2019 | $259,000 | +4.9% | 6,070 | -2.9% | 0.00% | – |
Q3 2019 | $247,000 | +142.2% | 6,252 | +140.6% | 0.00% | – |
Q2 2019 | $102,000 | +104.0% | 2,599 | +94.7% | 0.00% | – |
Q1 2019 | $50,000 | +212.5% | 1,335 | +174.1% | 0.00% | – |
Q4 2018 | $16,000 | – | 487 | +48600.0% | 0.00% | – |
Q3 2018 | $0 | – | 1 | – | 0.00% | – |
Download |
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% |