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 2022 | $351 | -99.9% | 6,564 | +0.4% | 0.04% | +6.1% |
| Q3 2022 | $312,000 | -5.7% | 6,536 | +0.4% | 0.03% | -2.9% |
| Q2 2022 | $331,000 | -18.1% | 6,510 | -5.8% | 0.03% | +3.0% |
| Q1 2022 | $404,000 | +6.6% | 6,910 | +6.9% | 0.03% | +13.8% |
| Q4 2021 | $379,000 | -2.6% | 6,461 | -10.5% | 0.03% | -59.2% |
| Q3 2021 | $389,000 | -1.3% | 7,218 | +0.3% | 0.07% | +39.2% |
| Q2 2021 | $394,000 | +15.9% | 7,193 | +9.5% | 0.05% | 0.0% |
| Q1 2021 | $340,000 | +14.5% | 6,571 | +0.4% | 0.05% | +15.9% |
| Q4 2020 | $297,000 | +17.9% | 6,547 | +0.5% | 0.04% | +4.8% |
| Q3 2020 | $252,000 | -2.3% | 6,516 | -7.0% | 0.04% | -10.6% |
| Q2 2020 | $258,000 | +7.9% | 7,007 | -8.0% | 0.05% | -14.5% |
| Q1 2020 | $239,000 | -28.9% | 7,618 | -3.2% | 0.06% | -1.8% |
| Q4 2019 | $336,000 | +40.0% | 7,869 | +29.6% | 0.06% | +36.6% |
| Q3 2019 | $240,000 | +0.8% | 6,073 | -0.3% | 0.04% | -21.2% |
| Q2 2019 | $238,000 | +4.4% | 6,089 | +1.4% | 0.05% | -7.1% |
| Q1 2019 | $228,000 | +12.3% | 6,007 | +0.5% | 0.06% | -6.7% |
| Q4 2018 | $203,000 | – | 5,978 | – | 0.06% | – |
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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% |