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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,059,000 | -1.9% | 24,810 | -9.2% | 0.23% | -7.8% |
| Q3 2019 | $1,080,000 | -6.7% | 27,317 | -7.7% | 0.24% | -7.5% |
| Q2 2019 | $1,158,000 | +5.0% | 29,605 | +1.9% | 0.26% | +1.9% |
| Q1 2019 | $1,103,000 | +12.0% | 29,064 | +0.2% | 0.26% | -7.1% |
| Q4 2018 | $985,000 | -34.2% | 28,998 | -23.1% | 0.28% | -18.8% |
| Q3 2018 | $1,497,000 | +31.9% | 37,730 | +24.2% | 0.34% | +9.9% |
| Q2 2018 | $1,135,000 | +2.8% | 30,388 | 0.0% | 0.31% | -0.3% |
| Q1 2018 | $1,104,000 | -3.0% | 30,388 | +0.0% | 0.32% | -1.6% |
| Q4 2017 | $1,138,000 | -14.3% | 30,387 | -19.6% | 0.32% | -11.1% |
| Q3 2017 | $1,328,000 | +26.6% | 37,792 | +21.9% | 0.36% | +7.5% |
| Q2 2017 | $1,049,000 | -5.8% | 31,004 | -6.0% | 0.34% | -5.4% |
| Q1 2017 | $1,114,000 | -7.2% | 32,966 | -10.4% | 0.35% | -7.3% |
| Q4 2016 | $1,200,000 | -37.5% | 36,773 | -40.4% | 0.38% | -38.0% |
| Q3 2016 | $1,919,000 | -41.1% | 61,689 | -42.6% | 0.62% | -47.7% |
| Q2 2016 | $3,257,000 | – | 107,455 | – | 1.18% | – |
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% |