SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 219 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,390,000 | +366.4% | 23,717 | +329.5% | 0.09% | +295.7% |
| Q3 2021 | $298,000 | +4.6% | 5,522 | +6.0% | 0.02% | 0.0% |
| Q2 2021 | $285,000 | +51.6% | 5,209 | +43.1% | 0.02% | +35.3% |
| Q1 2021 | $188,000 | +33.3% | 3,639 | +16.5% | 0.02% | +21.4% |
| Q4 2020 | $141,000 | -17.5% | 3,124 | -29.3% | 0.01% | -22.2% |
| Q3 2020 | $171,000 | +23.0% | 4,421 | -0.4% | 0.02% | 0.0% |
| Q1 2020 | $139,000 | -48.7% | 4,439 | -30.0% | 0.02% | -35.7% |
| Q4 2019 | $271,000 | -35.2% | 6,342 | -40.0% | 0.03% | -37.8% |
| Q3 2019 | $418,000 | -50.8% | 10,566 | -51.4% | 0.04% | -50.5% |
| Q2 2019 | $850,000 | +59.2% | 21,726 | +38.2% | 0.09% | -18.0% |
| Q4 2018 | $534,000 | – | 15,720 | – | 0.11% | – |
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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% |