SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 190 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,934 | +94.4% | 642 | +100.0% | 0.00% | 0.0% |
| Q2 2023 | $18,480 | +4.8% | 321 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $17,630 | -61.6% | 321 | -62.6% | 0.00% | -75.0% |
| Q4 2022 | $45,852 | +11.8% | 858 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $41,000 | -10.9% | 858 | -5.7% | 0.00% | 0.0% |
| Q2 2022 | $46,000 | +475.0% | 910 | +527.6% | 0.00% | +300.0% |
| Q1 2022 | $8,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $8,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 145 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $8,000 | -11.1% | 145 | -14.7% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 170 | -0.6% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 171 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 171 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | -33.3% | 171 | -43.4% | 0.00% | 0.0% |
| Q1 2020 | $9,000 | – | 302 | – | 0.00% | – |
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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% |