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 | $334,962 | +88.8% | 5,985 | +94.2% | 0.00% | 0.0% |
Q2 2023 | $177,437 | -41.0% | 3,082 | -43.7% | 0.00% | 0.0% |
Q1 2023 | $300,661 | -2.6% | 5,475 | -5.2% | 0.00% | 0.0% |
Q4 2022 | $308,560 | +14.3% | 5,774 | +2.2% | 0.00% | 0.0% |
Q3 2022 | $270,000 | -10.3% | 5,647 | -4.5% | 0.00% | 0.0% |
Q2 2022 | $301,000 | -25.5% | 5,916 | -14.3% | 0.00% | 0.0% |
Q1 2022 | $404,000 | +30.7% | 6,907 | +30.9% | 0.00% | 0.0% |
Q4 2021 | $309,000 | +2990.0% | 5,276 | +2619.6% | 0.00% | – |
Q3 2021 | $10,000 | -78.7% | 194 | -77.6% | 0.00% | – |
Q2 2021 | $47,000 | +42.4% | 867 | +33.8% | 0.00% | – |
Q1 2021 | $33,000 | -42.1% | 648 | -48.2% | 0.00% | – |
Q4 2020 | $57,000 | -24.0% | 1,251 | -35.2% | 0.00% | – |
Q3 2020 | $75,000 | +36.4% | 1,930 | +30.2% | 0.00% | – |
Q2 2020 | $55,000 | +19.6% | 1,482 | 0.0% | 0.00% | – |
Q1 2020 | $46,000 | +4.5% | 1,482 | +43.1% | 0.00% | – |
Q4 2019 | $44,000 | +2.3% | 1,036 | -4.1% | 0.00% | – |
Q3 2019 | $43,000 | +13.2% | 1,080 | +10.3% | 0.00% | – |
Q2 2019 | $38,000 | -90.2% | 979 | -90.5% | 0.00% | -100.0% |
Q1 2019 | $389,000 | +9.3% | 10,253 | -2.1% | 0.00% | -33.3% |
Q4 2018 | $356,000 | +2273.3% | 10,469 | +2584.4% | 0.00% | – |
Q3 2018 | $15,000 | -16.7% | 390 | -17.4% | 0.00% | – |
Q2 2018 | $18,000 | +28.6% | 472 | +18.9% | 0.00% | – |
Q1 2018 | $14,000 | – | 397 | – | 0.00% | – |
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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% |