SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 63 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,067,405 | +2.1% | 19,071 | +5.0% | 0.03% | +3.6% |
| Q2 2023 | $1,045,861 | +47.1% | 18,167 | +40.4% | 0.03% | +40.0% |
| Q1 2023 | $710,816 | +62.7% | 12,943 | +58.4% | 0.02% | +53.8% |
| Q4 2022 | $436,764 | +21.3% | 8,173 | +8.5% | 0.01% | 0.0% |
| Q3 2022 | $360,000 | +51.9% | 7,532 | +61.7% | 0.01% | +62.5% |
| Q2 2022 | $237,000 | -27.5% | 4,659 | -16.6% | 0.01% | -20.0% |
| Q1 2022 | $327,000 | -15.5% | 5,584 | -15.4% | 0.01% | -9.1% |
| Q4 2021 | $387,000 | +78.3% | 6,603 | +64.5% | 0.01% | +57.1% |
| Q3 2021 | $217,000 | +197.3% | 4,013 | +202.6% | 0.01% | +250.0% |
| Q2 2021 | $73,000 | +43.1% | 1,326 | +17.2% | 0.00% | 0.0% |
| Q4 2020 | $51,000 | +88.9% | 1,131 | +59.5% | 0.00% | +100.0% |
| Q3 2020 | $27,000 | +17.4% | 709 | -5.1% | 0.00% | -50.0% |
| Q1 2020 | $23,000 | +35.3% | 747 | +83.5% | 0.00% | +100.0% |
| Q4 2019 | $17,000 | +1600.0% | 407 | +1030.6% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q3 2018 | $1,000 | 0.0% | 36 | 0.0% | 0.00% | – |
| Q2 2018 | $1,000 | -99.4% | 36 | -99.3% | 0.00% | -100.0% |
| Q1 2018 | $174,000 | +74.0% | 4,802 | +80.1% | 0.01% | +55.6% |
| Q4 2017 | $100,000 | +47.1% | 2,666 | +37.7% | 0.01% | +12.5% |
| Q3 2017 | $68,000 | +871.4% | 1,936 | +788.1% | 0.01% | +700.0% |
| Q2 2017 | $7,000 | – | 218 | +1353.3% | 0.00% | – |
| Q3 2016 | $0 | – | 15 | 0.0% | 0.00% | – |
| Q2 2016 | $0 | – | 15 | 0.0% | 0.00% | – |
| Q1 2016 | $0 | – | 15 | – | 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% |