SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 159 filers reported holding SCHWAB STRATEGIC TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $390,053 | -41.3% | 6,969 | -50.0% | 0.02% | +20.0% |
| Q2 2023 | $664,036 | +152.5% | 13,938 | +99.9% | 0.02% | +36.4% |
| Q1 2023 | $263,022 | +89976.0% | 6,974 | -9.9% | 0.01% | +37.5% |
| Q4 2022 | $292 | -100.0% | 7,740 | -86.7% | 0.01% | -86.0% |
| Q3 2022 | $2,196,000 | +1.3% | 58,208 | +1.2% | 0.06% | -16.2% |
| Q2 2022 | $2,168,000 | -41.5% | 57,526 | -41.5% | 0.07% | +47.8% |
| Q1 2022 | $3,706,000 | +71.3% | 98,264 | +165.9% | 0.05% | +9.5% |
| Q4 2021 | $2,164,000 | +667.4% | 36,952 | +601.2% | 0.04% | +600.0% |
| Q3 2021 | $282,000 | +587.8% | 5,270 | +596.2% | 0.01% | +500.0% |
| Q2 2021 | $41,000 | +1266.7% | 757 | +1161.7% | 0.00% | – |
| Q1 2021 | $3,000 | -93.0% | 60 | -93.7% | 0.00% | -100.0% |
| Q4 2020 | $43,000 | +2050.0% | 951 | +1485.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -88.9% | 60 | -89.3% | 0.00% | -100.0% |
| Q1 2020 | $18,000 | -25.0% | 560 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | +9.1% | 560 | 0.0% | 0.00% | +100.0% |
| Q3 2019 | $22,000 | +57.1% | 560 | +47.4% | 0.00% | -50.0% |
| Q1 2019 | $14,000 | -36.4% | 380 | -43.1% | 0.00% | +100.0% |
| Q4 2018 | $22,000 | -94.8% | 668 | -93.8% | 0.00% | -94.1% |
| Q3 2018 | $426,000 | +17.4% | 10,741 | +10.4% | 0.02% | +13.3% |
| Q2 2018 | $363,000 | +12000.0% | 9,730 | +10592.3% | 0.02% | – |
| Q3 2017 | $3,000 | 0.0% | 91 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | 0.0% | 91 | 0.0% | 0.00% | – |
| Q1 2017 | $3,000 | 0.0% | 91 | 0.0% | 0.00% | – |
| Q4 2016 | $3,000 | 0.0% | 91 | 0.0% | 0.00% | – |
| Q3 2016 | $3,000 | 0.0% | 91 | 0.0% | 0.00% | – |
| Q2 2016 | $3,000 | -78.6% | 91 | -76.1% | 0.00% | -100.0% |
| Q1 2016 | $14,000 | +1300.0% | 380 | +660.0% | 0.00% | – |
| Q4 2015 | $1,000 | – | 50 | – | 0.00% | – |
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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% |