SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 164 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $12,239,000 | +12.2% | 322,493 | +0.5% | 4.30% | -5.8% |
| Q4 2018 | $10,904,000 | -15.0% | 320,905 | -0.8% | 4.56% | -3.1% |
| Q3 2018 | $12,835,000 | +5.6% | 323,474 | -0.6% | 4.71% | +1.8% |
| Q2 2018 | $12,153,000 | +4.5% | 325,459 | +1.7% | 4.62% | +4.9% |
| Q1 2018 | $11,631,000 | -4.2% | 320,073 | +3.2% | 4.41% | -2.5% |
| Q4 2017 | $12,142,000 | +14.1% | 310,148 | +3.8% | 4.52% | +44.5% |
| Q3 2017 | $10,646,000 | -4.4% | 298,794 | -18.9% | 3.13% | +2.5% |
| Q2 2017 | $11,135,000 | +13.9% | 368,473 | +27.4% | 3.05% | +1.0% |
| Q1 2017 | $9,772,000 | +47.7% | 289,192 | +42.6% | 3.02% | +62.5% |
| Q4 2016 | $6,615,000 | -60.1% | 202,733 | -61.9% | 1.86% | -60.4% |
| Q3 2016 | $16,567,000 | +21.1% | 532,516 | +18.0% | 4.70% | +12.2% |
| Q2 2016 | $13,682,000 | +26.4% | 451,395 | +23.0% | 4.19% | +38.0% |
| Q1 2016 | $10,826,000 | +240.7% | 367,110 | +230.9% | 3.04% | +230.7% |
| Q4 2015 | $3,178,000 | – | 110,954 | +5547600.0% | 0.92% | – |
| Q3 2015 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 2 | – | 0.00% | – |
Download | ||||||
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% |