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. | 889,529 | $34,451,000 | 15.65% |
| Glassman Wealth Services | 1,223,802 | $47,398,000 | 13.05% |
| Planned Solutions, Inc. | 332,993 | $12,897,000 | 12.60% |
| Arlington Financial Advisors, LLC | 568,491 | $22,018,000 | 11.28% |
| McAdam, LLC | 1,349,024 | $52,248,000 | 9.93% |
| Charles Schwab Investment Advisory, Inc. | 78,675,596 | $3,047,106,000 | 7.25% |
| Resonant Capital Advisors, LLC | 501,903 | $19,439,000 | 5.54% |
| Opes Wealth Management LLC | 265,766 | $10,293,000 | 4.92% |
| Consolidated Planning Corp | 160,058 | $6,199,000 | 4.62% |
| Your Advocates Ltd., LLP | 151,243 | $5,858,000 | 4.60% |