SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 164 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $531,827 | -2.8% | 9,502 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $547,030 | +3299.4% | 9,502 | +3143.0% | 0.01% | – |
| Q1 2023 | $16,092 | +44.1% | 293 | +40.2% | 0.00% | – |
| Q4 2022 | $11,169 | +11.7% | 209 | 0.0% | 0.00% | – |
| Q3 2022 | $10,000 | -70.6% | 209 | -68.6% | 0.00% | -100.0% |
| Q2 2022 | $34,000 | +78.9% | 665 | +100.3% | 0.00% | 0.0% |
| Q1 2022 | $19,000 | -52.5% | 332 | -51.1% | 0.00% | 0.0% |
| Q4 2021 | $40,000 | +53.8% | 679 | +38.3% | 0.00% | 0.0% |
| Q3 2021 | $26,000 | -3.7% | 491 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | +68.8% | 491 | +56.4% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | +220.0% | 314 | +168.4% | 0.00% | – |
| Q4 2019 | $5,000 | -97.4% | 117 | -97.6% | 0.00% | -100.0% |
| Q3 2019 | $190,000 | +18900.0% | 4,802 | +28147.1% | 0.02% | – |
| Q2 2019 | $1,000 | -66.7% | 17 | -80.5% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 87 | +29.9% | 0.00% | – |
| Q3 2018 | $3,000 | +50.0% | 67 | +1.5% | 0.00% | – |
| Q2 2018 | $2,000 | -93.9% | 66 | -93.9% | 0.00% | -100.0% |
| Q2 2016 | $33,000 | +3.1% | 1,086 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $32,000 | +3.2% | 1,086 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $31,000 | +3000.0% | 1,086 | +2260.9% | 0.01% | – |
| Q3 2015 | $1,000 | – | 46 | – | 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% |