SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 219 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $434,195 | +3.3% | 7,906 | +0.5% | 0.04% | -42.9% |
| Q4 2022 | $420,452 | +12.4% | 7,868 | +0.5% | 0.07% | -11.4% |
| Q3 2022 | $374,000 | -5.6% | 7,825 | +0.6% | 0.08% | +14.5% |
| Q2 2022 | $396,000 | -12.6% | 7,781 | +0.6% | 0.07% | +46.8% |
| Q1 2022 | $453,000 | +0.2% | 7,738 | +0.4% | 0.05% | +6.8% |
| Q4 2021 | $452,000 | +9.2% | 7,707 | +0.5% | 0.04% | -40.5% |
| Q3 2021 | $414,000 | -1.0% | 7,670 | +0.5% | 0.07% | +57.4% |
| Q2 2021 | $418,000 | +6.4% | 7,635 | +0.4% | 0.05% | +17.5% |
| Q1 2021 | $393,000 | +14.6% | 7,603 | +0.4% | 0.04% | -14.9% |
| Q4 2020 | $343,000 | +17.5% | 7,574 | +0.5% | 0.05% | -44.7% |
| Q3 2020 | $292,000 | +6.2% | 7,534 | +0.8% | 0.08% | -19.8% |
| Q2 2020 | $275,000 | +18.5% | 7,471 | +0.7% | 0.11% | -10.2% |
| Q1 2020 | $232,000 | -26.3% | 7,421 | +0.7% | 0.12% | -30.6% |
| Q4 2019 | $315,000 | +9.4% | 7,369 | +1.3% | 0.17% | -24.4% |
| Q3 2019 | $288,000 | +1.8% | 7,276 | +0.6% | 0.22% | -1.3% |
| Q2 2019 | $283,000 | +2.9% | 7,236 | 0.0% | 0.23% | -1.3% |
| Q1 2019 | $275,000 | +12.2% | 7,236 | +0.6% | 0.23% | -19.5% |
| Q4 2018 | $245,000 | +20.7% | 7,196 | +40.7% | 0.29% | +95.2% |
| Q3 2018 | $203,000 | – | 5,113 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 773,458 | $42,324,000 | 14.77% |
| Glassman Wealth Services | 1,288,371 | $70,500,000 | 14.75% |
| Planned Solutions, Inc. | 345,547 | $18,908,000 | 13.08% |
| Arlington Financial Advisors, LLC | 552,390 | $30,227,000 | 11.48% |
| McAdam, LLC | 1,689,513 | $93,092,000 | 10.56% |
| Prairiewood Capital, LLC | 180,720 | $9,889,000 | 8.45% |
| Ashford Advisors, LLC | 402,174 | $22,006,000 | 8.36% |
| Charles Schwab Investment Advisory, Inc. | 85,152,872 | $4,659,565,000 | 7.98% |
| Consolidated Planning Corp | 163,483 | $8,945,000 | 6.62% |
| Resonant Capital Advisors, LLC | 588,680 | $32,213,000 | 6.23% |