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 | $1,968,041 | +5.6% | 35,162 | +8.6% | 0.00% | – |
| Q2 2023 | $1,863,163 | -36.8% | 32,363 | -39.7% | 0.00% | – |
| Q1 2023 | $2,947,204 | +169.2% | 53,664 | +161.9% | 0.00% | – |
| Q4 2022 | $1,094,867 | +24.6% | 20,488 | +11.3% | 0.00% | – |
| Q3 2022 | $879,000 | -2.3% | 18,413 | +4.1% | 0.00% | – |
| Q2 2022 | $900,000 | -10.4% | 17,685 | +3.1% | 0.00% | – |
| Q1 2022 | $1,004,000 | -19.5% | 17,161 | -19.3% | 0.00% | – |
| Q4 2021 | $1,247,000 | +30.0% | 21,269 | +19.7% | 0.00% | – |
| Q3 2021 | $959,000 | +8.4% | 17,775 | +9.9% | 0.00% | – |
| Q2 2021 | $885,000 | +29.6% | 16,167 | +22.3% | 0.00% | – |
| Q1 2021 | $683,000 | +85.6% | 13,217 | +62.9% | 0.00% | – |
| Q4 2020 | $368,000 | 0.0% | 8,116 | -14.6% | 0.00% | – |
| Q3 2020 | $368,000 | +55.9% | 9,499 | +48.0% | 0.00% | – |
| Q2 2020 | $236,000 | +63.9% | 6,420 | +39.2% | 0.00% | – |
| Q1 2020 | $144,000 | -44.4% | 4,613 | -24.0% | 0.00% | – |
| Q4 2019 | $259,000 | +4.9% | 6,070 | -2.9% | 0.00% | – |
| Q3 2019 | $247,000 | +142.2% | 6,252 | +140.6% | 0.00% | – |
| Q2 2019 | $102,000 | +104.0% | 2,599 | +94.7% | 0.00% | – |
| Q1 2019 | $50,000 | +212.5% | 1,335 | +174.1% | 0.00% | – |
| Q4 2018 | $16,000 | – | 487 | +48600.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | – | 0.00% | – |
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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% |