SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $109,197 | +6.1% | 1,951 | +9.2% | 0.01% | +8.3% |
| Q2 2023 | $102,878 | +4.8% | 1,787 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $98,142 | -50.7% | 1,787 | -52.1% | 0.01% | -55.2% |
| Q4 2022 | $199,224 | +105.4% | 3,728 | +83.6% | 0.03% | +70.6% |
| Q3 2022 | $97,000 | +1112.5% | 2,030 | +1145.4% | 0.02% | +1600.0% |
| Q2 2022 | $8,000 | -82.2% | 163 | -78.6% | 0.00% | -87.5% |
| Q1 2022 | $45,000 | +95.7% | 762 | +91.9% | 0.01% | +100.0% |
| Q4 2021 | $23,000 | +9.5% | 397 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $21,000 | 0.0% | 397 | +5.0% | 0.01% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 378 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | +300.0% | 378 | +166.2% | 0.01% | +150.0% |
| Q4 2018 | $5,000 | -92.6% | 142 | -91.8% | 0.00% | -90.9% |
| Q3 2018 | $68,000 | +6.2% | 1,725 | 0.0% | 0.02% | -31.2% |
| Q2 2018 | $64,000 | -31.9% | 1,725 | -33.0% | 0.03% | -37.3% |
| Q1 2018 | $94,000 | -2.1% | 2,575 | 0.0% | 0.05% | -3.8% |
| Q4 2017 | $96,000 | +5.5% | 2,575 | 0.0% | 0.05% | -1.9% |
| Q3 2017 | $91,000 | – | 2,575 | – | 0.05% | – |
Download | ||||||
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% |