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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $216 | -99.9% | 4,042 | +0.7% | 0.11% | -9.5% |
| Q2 2022 | $204,000 | -12.8% | 4,012 | +0.4% | 0.13% | +1.6% |
| Q1 2022 | $234,000 | 0.0% | 3,997 | +0.3% | 0.12% | +6.0% |
| Q4 2021 | $234,000 | +9.3% | 3,986 | +0.3% | 0.12% | +3.5% |
| Q3 2021 | $214,000 | -1.4% | 3,973 | +0.3% | 0.11% | -4.2% |
| Q2 2021 | $217,000 | +6.4% | 3,961 | +0.3% | 0.12% | +2.6% |
| Q1 2021 | $204,000 | -51.8% | 3,951 | -63.5% | 0.12% | -63.4% |
| Q2 2019 | $423,000 | +2.9% | 10,821 | 0.0% | 0.31% | +1.0% |
| Q1 2019 | $411,000 | +12.3% | 10,821 | +0.5% | 0.31% | +1.3% |
| Q4 2018 | $366,000 | -13.5% | 10,769 | +0.9% | 0.31% | -19.6% |
| Q3 2018 | $423,000 | +6.5% | 10,670 | +0.5% | 0.38% | +5.2% |
| Q2 2018 | $397,000 | +2.8% | 10,620 | 0.0% | 0.36% | -0.5% |
| Q1 2018 | $386,000 | -2.5% | 10,620 | +0.4% | 0.36% | -3.7% |
| Q4 2017 | $396,000 | – | 10,575 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 889,529 | $34,451,000 | 15.65% |
| Glassman Wealth Services | 1,223,802 | $47,398,000 | 13.05% |
| Planned Solutions, Inc. | 332,993 | $12,897,000 | 12.60% |
| Arlington Financial Advisors, LLC | 568,491 | $22,018,000 | 11.28% |
| McAdam, LLC | 1,349,024 | $52,248,000 | 9.93% |
| Charles Schwab Investment Advisory, Inc. | 78,675,596 | $3,047,106,000 | 7.25% |
| Resonant Capital Advisors, LLC | 501,903 | $19,439,000 | 5.54% |
| Opes Wealth Management LLC | 265,766 | $10,293,000 | 4.92% |
| Consolidated Planning Corp | 160,058 | $6,199,000 | 4.62% |
| Your Advocates Ltd., LLP | 151,243 | $5,858,000 | 4.60% |