SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $833,411 | -12.5% | 15,175 | -14.8% | 0.00% | – |
| Q4 2022 | $952,140 | -65.0% | 17,817 | -66.6% | 0.00% | -100.0% |
| Q2 2022 | $2,718,000 | +233.1% | 53,398 | +283.0% | 0.00% | – |
| Q1 2022 | $816,000 | -70.7% | 13,941 | -70.6% | 0.00% | -100.0% |
| Q4 2021 | $2,782,000 | +904.3% | 47,470 | +838.1% | 0.00% | – |
| Q2 2021 | $277,000 | -86.5% | 5,060 | -87.3% | 0.00% | -100.0% |
| Q1 2021 | $2,056,000 | -41.2% | 39,788 | -64.4% | 0.00% | 0.0% |
| Q1 2020 | $3,499,000 | +31.5% | 111,686 | +64.2% | 0.00% | 0.0% |
| Q2 2019 | $2,660,000 | +592.7% | 68,022 | +450.4% | 0.00% | – |
| Q3 2016 | $384,000 | -83.7% | 12,359 | -84.1% | 0.00% | -100.0% |
| Q2 2016 | $2,351,000 | +5.5% | 77,560 | +2.6% | 0.00% | 0.0% |
| Q1 2016 | $2,228,000 | +3.0% | 75,564 | -0.0% | 0.00% | 0.0% |
| Q4 2015 | $2,164,000 | +4.7% | 75,574 | -0.3% | 0.00% | 0.0% |
| Q3 2015 | $2,066,000 | -8.1% | 75,774 | +0.3% | 0.00% | 0.0% |
| Q2 2015 | $2,248,000 | -0.8% | 75,564 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,267,000 | – | 75,564 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 893,757 | $40,478,000 | 15.53% |
| Glassman Wealth Services | 2,546,730 | $115,342,000 | 13.31% |
| Planned Solutions, Inc. | 341,452 | $15,464,000 | 12.38% |
| Arlington Financial Advisors, LLC | 589,028 | $26,677,000 | 11.25% |
| McAdam, LLC | 1,408,027 | $65,896,000 | 10.09% |
| Charles Schwab Investment Advisory, Inc. | 81,093,260 | $3,672,714,000 | 7.61% |
| Prairiewood Capital, LLC | 153,437 | $6,949,000 | 7.10% |
| Resonant Capital Advisors, LLC | 528,104 | $23,918,000 | 5.66% |
| Opes Wealth Management LLC | 251,364 | $11,384,000 | 5.48% |
| Your Advocates Ltd., LLP | 143,072 | $6,480,000 | 4.77% |