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 2019 | $20,858,000 | +148.9% | 527,393 | +146.2% | 0.34% | +129.1% |
| Q2 2019 | $8,379,000 | -43.5% | 214,246 | -45.2% | 0.15% | -45.6% |
| Q1 2019 | $14,830,000 | +73.2% | 390,786 | +55.1% | 0.27% | +57.2% |
| Q4 2018 | $8,560,000 | +35.7% | 251,899 | +58.5% | 0.17% | +60.2% |
| Q3 2018 | $6,306,000 | +7.2% | 158,930 | +0.9% | 0.11% | +2.9% |
| Q2 2018 | $5,880,000 | +11.0% | 157,459 | +8.0% | 0.10% | +11.7% |
| Q1 2018 | $5,298,000 | -3.8% | 145,785 | -0.8% | 0.09% | 0.0% |
| Q4 2017 | $5,507,000 | +8.7% | 147,012 | +2.0% | 0.09% | +3.3% |
| Q3 2017 | $5,067,000 | +50.4% | 144,156 | +44.7% | 0.09% | +46.8% |
| Q2 2017 | $3,370,000 | +21.4% | 99,640 | +21.3% | 0.06% | +19.2% |
| Q1 2017 | $2,775,000 | +15.6% | 82,126 | +11.6% | 0.05% | +10.6% |
| Q4 2016 | $2,401,000 | +31.8% | 73,570 | +25.6% | 0.05% | +30.6% |
| Q3 2016 | $1,822,000 | +1.6% | 58,561 | -1.0% | 0.04% | -2.7% |
| Q2 2016 | $1,793,000 | +71.3% | 59,165 | +66.7% | 0.04% | +68.2% |
| Q1 2016 | $1,047,000 | +50.6% | 35,498 | +39.3% | 0.02% | +46.7% |
| Q3 2015 | $695,000 | +2.1% | 25,481 | +11.3% | 0.02% | +7.1% |
| Q2 2015 | $681,000 | +9.7% | 22,888 | +10.5% | 0.01% | +16.7% |
| Q1 2015 | $621,000 | +146.4% | 20,716 | +147.3% | 0.01% | +140.0% |
| Q4 2014 | $252,000 | – | 8,378 | – | 0.01% | – |
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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% |