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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $13,279,000 | +6.5% | 349,907 | -73.6% | 1.24% | +3.6% |
| Q4 2018 | $12,467,000 | -9.4% | 1,327,580 | +282.9% | 1.19% | +5.9% |
| Q3 2018 | $13,758,000 | -19.3% | 346,721 | -24.0% | 1.13% | -29.1% |
| Q2 2018 | $17,040,000 | -29.3% | 456,338 | -31.2% | 1.59% | -28.7% |
| Q1 2018 | $24,108,000 | -6.8% | 663,399 | -3.9% | 2.23% | -18.0% |
| Q4 2017 | $25,870,000 | -10.5% | 690,614 | -16.0% | 2.71% | -31.4% |
| Q3 2017 | $28,892,000 | +3.9% | 821,971 | -0.0% | 3.96% | -26.4% |
| Q2 2017 | $27,809,000 | -0.2% | 822,258 | -0.3% | 5.37% | -5.6% |
| Q1 2017 | $27,859,000 | -16.8% | 824,462 | -19.7% | 5.69% | -37.1% |
| Q4 2016 | $33,494,000 | +7.5% | 1,026,494 | +0.9% | 9.06% | -35.4% |
| Q3 2016 | $31,165,000 | +30.1% | 1,017,810 | +28.8% | 14.03% | +5.6% |
| Q2 2016 | $23,953,000 | – | 790,259 | – | 13.29% | – |
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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% |