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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $5,704,000 | +7.5% | 133,576 | -0.4% | 0.04% | -2.7% |
| Q3 2019 | $5,304,000 | -3.6% | 134,132 | -2.8% | 0.04% | -7.5% |
| Q2 2019 | $5,504,000 | -15.6% | 138,011 | -19.6% | 0.04% | -20.0% |
| Q1 2019 | $6,524,000 | +21.3% | 171,728 | +8.6% | 0.05% | +4.2% |
| Q4 2018 | $5,379,000 | +20.2% | 158,140 | +40.3% | 0.05% | +29.7% |
| Q3 2018 | $4,475,000 | +15.0% | 112,733 | +5.3% | 0.04% | +2.8% |
| Q2 2018 | $3,891,000 | 0.0% | 107,105 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $3,891,000 | -4.0% | 107,105 | -1.0% | 0.04% | -7.7% |
| Q4 2017 | $4,052,000 | +19.7% | 108,170 | +12.3% | 0.04% | +5.4% |
| Q3 2017 | $3,385,000 | +13.9% | 96,289 | +9.6% | 0.04% | +5.7% |
| Q2 2017 | $2,971,000 | +9.2% | 87,863 | +9.1% | 0.04% | +2.9% |
| Q1 2017 | $2,721,000 | +25.6% | 80,553 | +21.3% | 0.03% | +13.3% |
| Q4 2016 | $2,167,000 | +52.7% | 66,409 | +45.5% | 0.03% | +42.9% |
| Q3 2016 | $1,419,000 | -27.1% | 45,628 | -29.0% | 0.02% | -32.3% |
| Q2 2016 | $1,947,000 | -11.7% | 64,227 | -14.1% | 0.03% | -20.5% |
| Q1 2016 | $2,205,000 | -38.4% | 74,792 | -40.1% | 0.04% | -40.9% |
| Q4 2015 | $3,577,000 | +77.8% | 124,889 | +69.2% | 0.07% | +61.0% |
| Q3 2015 | $2,012,000 | -5.6% | 73,792 | +3.0% | 0.04% | +5.1% |
| Q2 2015 | $2,132,000 | +385.6% | 71,662 | +389.8% | 0.04% | +387.5% |
| Q1 2015 | $439,000 | +1.2% | 14,632 | +1.5% | 0.01% | -20.0% |
| Q4 2014 | $434,000 | +8580.0% | 14,412 | +7106.0% | 0.01% | – |
| Q3 2013 | $5,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 786,684 | $46,021,000 | 15.31% |
| Planned Solutions, Inc. | 351,376 | $20,556,000 | 14.34% |
| Glassman Wealth Services | 1,327,730 | $77,672,000 | 14.16% |
| Northwest Bancshares, Inc. | 1,253,979 | $73,358,000 | 14.10% |
| Northland Capital Management LLC | 213,616 | $12,497,000 | 12.42% |
| Arlington Financial Advisors, LLC | 528,512 | $30,918,000 | 11.71% |
| McAdam, LLC | 2,074,951 | $121,385,000 | 11.48% |
| Prairiewood Capital, LLC | 259,467 | $15,179,000 | 10.62% |
| BMS Financial Advisors, LLC | 262,420 | $15,352,000 | 9.76% |
| Ashford Advisors, LLC | 492,288 | $28,799,000 | 9.46% |