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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $38,451 | -43.9% | 687 | -42.3% | 0.00% | -50.0% |
| Q2 2023 | $68,566 | +732.3% | 1,191 | +694.0% | 0.00% | – |
| Q1 2023 | $8,238 | +2.8% | 150 | 0.0% | 0.00% | – |
| Q4 2022 | $8,016 | +14.5% | 150 | 0.0% | 0.00% | – |
| Q3 2022 | $7,000 | -12.5% | 150 | 0.0% | 0.00% | – |
| Q2 2022 | $8,000 | -11.1% | 150 | 0.0% | 0.00% | – |
| Q1 2022 | $9,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q4 2021 | $9,000 | +12.5% | 150 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | – |
| Q1 2021 | $8,000 | +33.3% | 150 | 0.0% | 0.00% | – |
| Q4 2020 | $6,000 | -91.5% | 150 | -91.9% | 0.00% | -100.0% |
| Q3 2020 | $71,000 | +4.4% | 1,854 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $68,000 | +1.5% | 1,854 | -13.9% | 0.00% | -33.3% |
| Q1 2020 | $67,000 | -28.0% | 2,153 | -1.7% | 0.01% | -14.3% |
| Q4 2019 | $93,000 | +9.4% | 2,191 | +1.8% | 0.01% | +40.0% |
| Q3 2019 | $85,000 | – | 2,153 | – | 0.01% | – |
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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% |