SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 176 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $351 | -6.9% | 6,278 | -4.0% | 0.00% | 0.0% |
| Q2 2023 | $377 | +8.0% | 6,540 | +2.8% | 0.00% | 0.0% |
| Q1 2023 | $349 | +6.1% | 6,359 | +3.2% | 0.00% | 0.0% |
| Q4 2022 | $329 | -99.9% | 6,159 | +19.6% | 0.00% | 0.0% |
| Q3 2022 | $246,000 | -2.8% | 5,150 | +4.8% | 0.00% | 0.0% |
| Q2 2022 | $253,000 | -18.1% | 4,912 | -7.1% | 0.00% | 0.0% |
| Q1 2022 | $309,000 | +7.3% | 5,290 | +7.7% | 0.00% | 0.0% |
| Q4 2021 | $288,000 | +10.3% | 4,912 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $261,000 | -1.5% | 4,838 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $265,000 | +1.9% | 4,838 | -3.7% | 0.00% | 0.0% |
| Q1 2021 | $260,000 | -28.0% | 5,024 | -44.9% | 0.00% | -66.7% |
| Q3 2019 | $361,000 | -9.3% | 9,126 | -10.2% | 0.00% | 0.0% |
| Q2 2019 | $398,000 | +7.3% | 10,165 | +4.0% | 0.00% | 0.0% |
| Q1 2019 | $371,000 | +1.4% | 9,775 | +5.8% | 0.00% | 0.0% |
| Q3 2018 | $366,000 | +4.3% | 9,236 | -4.3% | 0.00% | -25.0% |
| Q1 2018 | $351,000 | +67.9% | 9,654 | +73.3% | 0.00% | +100.0% |
| Q4 2017 | $209,000 | – | 5,571 | – | 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% |