SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 190 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $686,000 | +6.0% | 16,074 | -1.7% | 0.30% | +7.4% |
| Q3 2019 | $647,000 | -0.2% | 16,359 | -1.2% | 0.28% | -3.4% |
| Q2 2019 | $648,000 | -3.7% | 16,564 | -6.6% | 0.29% | -5.2% |
| Q1 2019 | $673,000 | -81.8% | 17,731 | -83.7% | 0.31% | -86.1% |
| Q4 2018 | $3,689,000 | -0.9% | 108,563 | +15.7% | 2.21% | +4.5% |
| Q3 2018 | $3,723,000 | +8.3% | 93,821 | +1.9% | 2.12% | +21.6% |
| Q2 2018 | $3,438,000 | +10.9% | 92,075 | +7.9% | 1.74% | +6.0% |
| Q1 2018 | $3,101,000 | +3.5% | 85,334 | +6.7% | 1.64% | +7.3% |
| Q4 2017 | $2,996,000 | +19.3% | 79,971 | +11.9% | 1.53% | +12.0% |
| Q3 2017 | $2,511,000 | +17.7% | 71,444 | +13.2% | 1.37% | +8.9% |
| Q2 2017 | $2,134,000 | +14.5% | 63,111 | +14.4% | 1.26% | +5.6% |
| Q1 2017 | $1,864,000 | +17.5% | 55,156 | +13.5% | 1.19% | +3.2% |
| Q4 2016 | $1,586,000 | +44.8% | 48,605 | +38.1% | 1.15% | +18.2% |
| Q3 2016 | $1,095,000 | +5.4% | 35,188 | +2.7% | 0.98% | +22.6% |
| Q2 2016 | $1,039,000 | +0.4% | 34,265 | -2.4% | 0.80% | +11.8% |
| Q1 2016 | $1,035,000 | -3.2% | 35,098 | -6.0% | 0.71% | -6.4% |
| Q4 2015 | $1,069,000 | +26.4% | 37,329 | +20.3% | 0.76% | +3.3% |
| Q3 2015 | $846,000 | -0.1% | 31,027 | +9.0% | 0.74% | +17.8% |
| Q2 2015 | $847,000 | -56.8% | 28,455 | -56.3% | 0.62% | -51.6% |
| Q4 2014 | $1,959,000 | – | 65,047 | – | 1.29% | – |
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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% |