SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 63 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $9,000 | +12.5% | 225 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 225 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | -91.7% | 225 | -92.2% | 0.00% | -90.0% |
| Q2 2018 | $108,000 | +2.9% | 2,899 | +0.5% | 0.01% | 0.0% |
| Q1 2018 | $105,000 | -2.8% | 2,885 | +0.5% | 0.01% | -9.1% |
| Q4 2017 | $108,000 | +8.0% | 2,872 | +0.5% | 0.01% | 0.0% |
| Q3 2017 | $100,000 | +4.2% | 2,858 | +0.5% | 0.01% | 0.0% |
| Q2 2017 | $96,000 | +1.1% | 2,844 | +0.9% | 0.01% | -21.4% |
| Q1 2017 | $95,000 | +11.8% | 2,820 | +8.7% | 0.01% | +7.7% |
| Q4 2016 | $85,000 | +6.2% | 2,595 | +1.1% | 0.01% | +8.3% |
| Q3 2016 | $80,000 | +3.9% | 2,567 | +0.5% | 0.01% | -7.7% |
| Q2 2016 | $77,000 | +2.7% | 2,553 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $75,000 | +2.7% | 2,553 | +0.5% | 0.01% | -7.1% |
| Q4 2015 | $73,000 | – | 2,540 | – | 0.01% | – |
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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% |