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 | $1,101,739 | -4.5% | 19,844 | -1.0% | 0.13% | 0.0% |
| Q2 2023 | $1,153,475 | +2.0% | 20,043 | -2.9% | 0.13% | -6.6% |
| Q1 2023 | $1,131,359 | +0.3% | 20,649 | +0.4% | 0.14% | -4.9% |
| Q4 2022 | $1,127,510 | +5.4% | 20,575 | -3.5% | 0.14% | -7.7% |
| Q3 2022 | $1,070,000 | -1.9% | 21,325 | -0.1% | 0.16% | -3.7% |
| Q2 2022 | $1,091,000 | -13.2% | 21,344 | -1.5% | 0.16% | -5.8% |
| Q1 2022 | $1,257,000 | -7.0% | 21,662 | -4.0% | 0.17% | -6.5% |
| Q4 2021 | $1,351,000 | +53.3% | 22,557 | +38.1% | 0.18% | +30.5% |
| Q3 2021 | $881,000 | -3.8% | 16,332 | -2.4% | 0.14% | -7.8% |
| Q2 2021 | $916,000 | -1.6% | 16,732 | -5.5% | 0.15% | -11.6% |
| Q1 2021 | $931,000 | +8.5% | 17,713 | -6.5% | 0.17% | -11.7% |
| Q4 2020 | $858,000 | +16.1% | 18,953 | -0.6% | 0.20% | -2.0% |
| Q3 2020 | $739,000 | +5.0% | 19,076 | -0.2% | 0.20% | -14.5% |
| Q2 2020 | $704,000 | +13.2% | 19,115 | +0.9% | 0.23% | -14.3% |
| Q1 2020 | $622,000 | -21.2% | 18,937 | +2.5% | 0.27% | -20.2% |
| Q4 2019 | $789,000 | +13.9% | 18,481 | +3.4% | 0.34% | -11.2% |
| Q3 2019 | $693,000 | -0.9% | 17,874 | +0.7% | 0.38% | -25.0% |
| Q2 2019 | $699,000 | +5.9% | 17,753 | +2.1% | 0.51% | -0.2% |
| Q1 2019 | $660,000 | +17.6% | 17,394 | +5.3% | 0.51% | -2.8% |
| Q4 2018 | $561,000 | – | 16,515 | – | 0.53% | – |
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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% |