SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $534,433 | -3.9% | 7,979 | -3.3% | 0.00% | – |
Q1 2024 | $556,236 | +37.8% | 8,254 | +26.7% | 0.00% | – |
Q4 2023 | $403,539 | +26.1% | 6,515 | +14.0% | 0.00% | – |
Q3 2023 | $319,925 | -8.1% | 5,716 | -5.4% | 0.00% | – |
Q2 2023 | $347,954 | +6.7% | 6,044 | +1.8% | 0.00% | – |
Q1 2023 | $326,114 | -4.0% | 5,938 | -6.6% | 0.00% | – |
Q4 2022 | $339,825 | +14.4% | 6,359 | +2.3% | 0.00% | – |
Q3 2022 | $297,000 | +13.4% | 6,218 | +20.5% | 0.00% | – |
Q2 2022 | $262,000 | -61.7% | 5,162 | -55.8% | 0.00% | -100.0% |
Q1 2022 | $684,000 | +3.5% | 11,690 | +3.6% | 0.00% | 0.0% |
Q4 2021 | $661,000 | +105.9% | 11,284 | +89.6% | 0.00% | – |
Q3 2021 | $321,000 | +8.8% | 5,953 | +10.6% | 0.00% | – |
Q2 2021 | $295,000 | +21.4% | 5,382 | +14.3% | 0.00% | – |
Q1 2021 | $243,000 | +14.1% | 4,708 | 0.0% | 0.00% | – |
Q4 2020 | $213,000 | +17.0% | 4,708 | 0.0% | 0.00% | – |
Q3 2020 | $182,000 | +2.2% | 4,708 | -2.5% | 0.00% | – |
Q2 2020 | $178,000 | -7.8% | 4,830 | -21.6% | 0.00% | – |
Q1 2020 | $193,000 | -30.8% | 6,158 | -5.9% | 0.00% | – |
Q4 2019 | $279,000 | +6.9% | 6,543 | -0.7% | 0.00% | – |
Q3 2019 | $261,000 | -14.1% | 6,588 | -15.4% | 0.00% | – |
Q2 2019 | $304,000 | +8.2% | 7,785 | +5.2% | 0.00% | – |
Q1 2019 | $281,000 | +172.8% | 7,402 | +144.8% | 0.00% | – |
Q4 2018 | $103,000 | -14.2% | 3,024 | 0.0% | 0.00% | – |
Q3 2018 | $120,000 | +3.4% | 3,024 | -2.3% | 0.00% | – |
Q2 2018 | $116,000 | +274.2% | 3,096 | +260.8% | 0.00% | – |
Q1 2018 | $31,000 | 0.0% | 858 | +4.4% | 0.00% | – |
Q4 2017 | $31,000 | +6.9% | 822 | 0.0% | 0.00% | – |
Q3 2017 | $29,000 | – | 822 | – | 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% |