SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,847,433 | +7.7% | 50,874 | +10.7% | 0.00% | 0.0% |
| Q2 2023 | $2,644,718 | +6.0% | 45,939 | +1.1% | 0.00% | 0.0% |
| Q1 2023 | $2,496,045 | -18.4% | 45,449 | -20.6% | 0.00% | -33.3% |
| Q4 2022 | $3,057,546 | +6.7% | 57,213 | -4.6% | 0.00% | 0.0% |
| Q3 2022 | $2,865,000 | -20.8% | 59,984 | -15.6% | 0.00% | -25.0% |
| Q2 2022 | $3,617,000 | +4.3% | 71,065 | +19.9% | 0.00% | +33.3% |
| Q1 2022 | $3,468,000 | +126.8% | 59,285 | +127.3% | 0.00% | +200.0% |
| Q4 2021 | $1,529,000 | +9.4% | 26,084 | +0.7% | 0.00% | 0.0% |
| Q3 2021 | $1,398,000 | +1.2% | 25,913 | +2.6% | 0.00% | 0.0% |
| Q2 2021 | $1,382,000 | +7.3% | 25,251 | +1.3% | 0.00% | 0.0% |
| Q1 2021 | $1,288,000 | -16.1% | 24,928 | -26.5% | 0.00% | -50.0% |
| Q4 2020 | $1,536,000 | +18.6% | 33,921 | +1.4% | 0.00% | 0.0% |
| Q3 2020 | $1,295,000 | +3.4% | 33,446 | -1.6% | 0.00% | 0.0% |
| Q2 2020 | $1,252,000 | +44.1% | 33,980 | +22.5% | 0.00% | +100.0% |
| Q1 2020 | $869,000 | -44.1% | 27,737 | -23.9% | 0.00% | -50.0% |
| Q4 2019 | $1,555,000 | +20.1% | 36,425 | +11.2% | 0.00% | 0.0% |
| Q3 2019 | $1,295,000 | -0.8% | 32,753 | -1.9% | 0.00% | 0.0% |
| Q2 2019 | $1,306,000 | -27.3% | 33,393 | -29.4% | 0.00% | -33.3% |
| Q1 2019 | $1,796,000 | +17.4% | 47,319 | +5.1% | 0.00% | 0.0% |
| Q4 2018 | $1,530,000 | -11.8% | 45,023 | +3.0% | 0.00% | 0.0% |
| Q3 2018 | $1,734,000 | +7.7% | 43,710 | +1.3% | 0.00% | 0.0% |
| Q2 2018 | $1,610,000 | +11.7% | 43,128 | +8.8% | 0.00% | 0.0% |
| Q1 2018 | $1,441,000 | -4.9% | 39,642 | -2.0% | 0.00% | 0.0% |
| Q4 2017 | $1,515,000 | +3.6% | 40,445 | -2.8% | 0.00% | 0.0% |
| Q3 2017 | $1,463,000 | +27.1% | 41,618 | +22.3% | 0.00% | +50.0% |
| Q2 2017 | $1,151,000 | – | 34,040 | – | 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% |