SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 176 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,925 | -8.1% | 5,716 | -5.4% | 0.00% | – |
| Q2 2023 | $347,954 | +6.7% | 6,044 | +1.8% | 0.00% | – |
| Q1 2023 | $326,114 | -4.0% | 5,938 | -6.6% | 0.00% | – |
| Q4 2022 | $339,825 | +14.4% | 6,359 | +2.3% | 0.00% | – |
| Q3 2022 | $297,000 | +13.4% | 6,218 | +20.5% | 0.00% | – |
| Q2 2022 | $262,000 | -61.7% | 5,162 | -55.8% | 0.00% | -100.0% |
| Q1 2022 | $684,000 | +3.5% | 11,690 | +3.6% | 0.00% | 0.0% |
| Q4 2021 | $661,000 | +105.9% | 11,284 | +89.6% | 0.00% | – |
| Q3 2021 | $321,000 | +8.8% | 5,953 | +10.6% | 0.00% | – |
| Q2 2021 | $295,000 | +21.4% | 5,382 | +14.3% | 0.00% | – |
| Q1 2021 | $243,000 | +14.1% | 4,708 | 0.0% | 0.00% | – |
| Q4 2020 | $213,000 | +17.0% | 4,708 | 0.0% | 0.00% | – |
| Q3 2020 | $182,000 | +2.2% | 4,708 | -2.5% | 0.00% | – |
| Q2 2020 | $178,000 | -7.8% | 4,830 | -21.6% | 0.00% | – |
| Q1 2020 | $193,000 | -30.8% | 6,158 | -5.9% | 0.00% | – |
| Q4 2019 | $279,000 | +6.9% | 6,543 | -0.7% | 0.00% | – |
| Q3 2019 | $261,000 | -14.1% | 6,588 | -15.4% | 0.00% | – |
| Q2 2019 | $304,000 | +8.2% | 7,785 | +5.2% | 0.00% | – |
| Q1 2019 | $281,000 | +172.8% | 7,402 | +144.8% | 0.00% | – |
| Q4 2018 | $103,000 | -14.2% | 3,024 | 0.0% | 0.00% | – |
| Q3 2018 | $120,000 | +3.4% | 3,024 | -2.3% | 0.00% | – |
| Q2 2018 | $116,000 | +274.2% | 3,096 | +260.8% | 0.00% | – |
| Q1 2018 | $31,000 | 0.0% | 858 | +4.4% | 0.00% | – |
| Q4 2017 | $31,000 | +6.9% | 822 | 0.0% | 0.00% | – |
| Q3 2017 | $29,000 | – | 822 | – | 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% |