SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 137 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,334,000 | +1.1% | 33,740 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $1,320,000 | +3.1% | 33,740 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $1,280,000 | +11.7% | 33,740 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $1,146,000 | -14.4% | 33,740 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $1,339,000 | +6.3% | 33,740 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $1,260,000 | +2.8% | 33,740 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,226,000 | -3.0% | 33,740 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $1,264,000 | +6.6% | 33,740 | 0.0% | 0.01% | +16.7% |
| Q3 2017 | $1,186,000 | +3.9% | 33,740 | 0.0% | 0.01% | -14.3% |
| Q2 2017 | $1,141,000 | +29.7% | 33,740 | +29.5% | 0.01% | +40.0% |
| Q1 2017 | $880,000 | +3.5% | 26,050 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $850,000 | +4.9% | 26,050 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $810,000 | +167.3% | 26,050 | +160.5% | 0.01% | +150.0% |
| Q2 2016 | $303,000 | +2.7% | 10,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $295,000 | – | 10,000 | – | 0.00% | – |
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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% |