SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 51 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,012,000 | +7.3% | 34,384 | -1.1% | 0.11% | +1.9% |
| Q3 2021 | $1,875,000 | -29.1% | 34,766 | -28.1% | 0.10% | -30.0% |
| Q2 2021 | $2,644,000 | +1.4% | 48,333 | -4.3% | 0.15% | -6.2% |
| Q1 2021 | $2,608,000 | -29.9% | 50,483 | -38.5% | 0.16% | -35.2% |
| Q4 2020 | $3,718,000 | +9.6% | 82,111 | -6.3% | 0.25% | -5.7% |
| Q3 2020 | $3,393,000 | +1.1% | 87,627 | -3.8% | 0.26% | -6.4% |
| Q2 2020 | $3,356,000 | +12.1% | 91,107 | -4.7% | 0.28% | -4.8% |
| Q1 2020 | $2,994,000 | -59.7% | 95,563 | -45.1% | 0.29% | -50.3% |
| Q4 2019 | $7,432,000 | +6.5% | 174,155 | -1.3% | 0.59% | -3.1% |
| Q3 2019 | $6,980,000 | -14.3% | 176,492 | -15.3% | 0.61% | -14.1% |
| Q2 2019 | $8,146,000 | -1.7% | 208,298 | -4.6% | 0.71% | -8.6% |
| Q1 2019 | $8,289,000 | +1.9% | 218,432 | -6.9% | 0.78% | -14.1% |
| Q4 2018 | $8,134,000 | -22.4% | 234,554 | -11.2% | 0.90% | -18.4% |
| Q3 2018 | $10,484,000 | +8.9% | 264,231 | +2.5% | 1.11% | +8.0% |
| Q2 2018 | $9,624,000 | +8.6% | 257,759 | +5.7% | 1.03% | +5.5% |
| Q1 2018 | $8,858,000 | +6.5% | 243,775 | +9.8% | 0.97% | +6.9% |
| Q4 2017 | $8,318,000 | +9.0% | 222,059 | +3.6% | 0.91% | +4.7% |
| Q3 2017 | $7,629,000 | +14.9% | 214,442 | +9.2% | 0.87% | +8.2% |
| Q2 2017 | $6,641,000 | +11.7% | 196,374 | +11.6% | 0.80% | +6.1% |
| Q1 2017 | $5,944,000 | +35.8% | 175,923 | +31.1% | 0.76% | +21.1% |
| Q4 2016 | $4,378,000 | +21.6% | 134,199 | +15.9% | 0.62% | +15.5% |
| Q3 2016 | $3,601,000 | +44.1% | 115,768 | +40.4% | 0.54% | +29.4% |
| Q2 2016 | $2,499,000 | +48.7% | 82,470 | +44.6% | 0.42% | +34.0% |
| Q1 2016 | $1,681,000 | +26.3% | 57,029 | +22.6% | 0.31% | +12.6% |
| Q4 2015 | $1,331,000 | +47.7% | 46,507 | +48.8% | 0.28% | +38.5% |
| Q3 2015 | $901,000 | – | 31,264 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 889,529 | $34,451,000 | 15.65% |
| Glassman Wealth Services | 1,223,802 | $47,398,000 | 13.05% |
| Planned Solutions, Inc. | 332,993 | $12,897,000 | 12.60% |
| Arlington Financial Advisors, LLC | 568,491 | $22,018,000 | 11.28% |
| McAdam, LLC | 1,349,024 | $52,248,000 | 9.93% |
| Charles Schwab Investment Advisory, Inc. | 78,675,596 | $3,047,106,000 | 7.25% |
| Resonant Capital Advisors, LLC | 501,903 | $19,439,000 | 5.54% |
| Opes Wealth Management LLC | 265,766 | $10,293,000 | 4.92% |
| Consolidated Planning Corp | 160,058 | $6,199,000 | 4.62% |
| Your Advocates Ltd., LLP | 151,243 | $5,858,000 | 4.60% |