SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 77 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $815,000 | -36.0% | 26,009 | -12.8% | 0.07% | -27.2% |
| Q4 2019 | $1,274,000 | +8.0% | 29,839 | 0.0% | 0.09% | -2.1% |
| Q3 2019 | $1,180,000 | +1.1% | 29,839 | 0.0% | 0.09% | -1.1% |
| Q2 2019 | $1,167,000 | +1.7% | 29,839 | -1.4% | 0.10% | 0.0% |
| Q1 2019 | $1,148,000 | +7.3% | 30,262 | -3.9% | 0.10% | -12.8% |
| Q4 2018 | $1,070,000 | -16.8% | 31,497 | -2.8% | 0.11% | -3.5% |
| Q3 2018 | $1,286,000 | +9.5% | 32,416 | +3.1% | 0.11% | -0.9% |
| Q2 2018 | $1,174,000 | +2.8% | 31,429 | 0.0% | 0.11% | 0.0% |
| Q1 2018 | $1,142,000 | -3.0% | 31,429 | 0.0% | 0.11% | -3.4% |
| Q4 2017 | $1,177,000 | -5.5% | 31,429 | -11.3% | 0.12% | -13.9% |
| Q3 2017 | $1,245,000 | +3.9% | 35,429 | 0.0% | 0.14% | +0.7% |
| Q2 2017 | $1,198,000 | +0.7% | 35,429 | +0.6% | 0.14% | -6.2% |
| Q1 2017 | $1,190,000 | +165.6% | 35,227 | +156.6% | 0.14% | +145.8% |
| Q4 2016 | $448,000 | +4.9% | 13,731 | 0.0% | 0.06% | 0.0% |
| Q3 2016 | $427,000 | +2.6% | 13,731 | 0.0% | 0.06% | -4.8% |
| Q2 2016 | $416,000 | -16.6% | 13,731 | -18.8% | 0.06% | -22.5% |
| Q1 2016 | $499,000 | +12.4% | 16,908 | +9.1% | 0.08% | +19.4% |
| Q4 2015 | $444,000 | – | 15,496 | – | 0.07% | – |
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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% |