SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 111 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $190,000 | +6.1% | 3,465 | 0.0% | 0.10% | +30.3% |
| Q1 2021 | $179,000 | +14.0% | 3,465 | 0.0% | 0.08% | +2.7% |
| Q4 2020 | $157,000 | +17.2% | 3,465 | 0.0% | 0.07% | +7.2% |
| Q3 2020 | $134,000 | +4.7% | 3,465 | 0.0% | 0.07% | +1.5% |
| Q2 2020 | $128,000 | +16.4% | 3,465 | -1.4% | 0.07% | -2.9% |
| Q1 2020 | $110,000 | +50.7% | 3,515 | +105.4% | 0.07% | +112.1% |
| Q4 2019 | $73,000 | +7.4% | 1,711 | 0.0% | 0.03% | +6.5% |
| Q3 2019 | $68,000 | +1.5% | 1,711 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $67,000 | +3.1% | 1,711 | 0.0% | 0.03% | +10.7% |
| Q1 2019 | $65,000 | +12.1% | 1,711 | 0.0% | 0.03% | +3.7% |
| Q4 2018 | $58,000 | -14.7% | 1,711 | 0.0% | 0.03% | +8.0% |
| Q3 2018 | $68,000 | +6.2% | 1,711 | 0.0% | 0.02% | -7.4% |
| Q2 2018 | $64,000 | +12.3% | 1,711 | +8.2% | 0.03% | +68.8% |
| Q1 2018 | $57,000 | -3.4% | 1,581 | 0.0% | 0.02% | -5.9% |
| Q4 2017 | $59,000 | – | 1,581 | – | 0.02% | – |
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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% |