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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |