SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 42 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,454,000 | +6.7% | 38,315 | -4.5% | 0.23% | -3.0% |
| Q4 2018 | $1,363,000 | -11.6% | 40,117 | +3.3% | 0.23% | +6.8% |
| Q3 2018 | $1,541,000 | +5.7% | 38,825 | -0.6% | 0.22% | +2.3% |
| Q2 2018 | $1,458,000 | +11.6% | 39,046 | +8.7% | 0.21% | +10.9% |
| Q1 2018 | $1,306,000 | -0.1% | 35,930 | +3.0% | 0.19% | +2.7% |
| Q4 2017 | $1,307,000 | +9.3% | 34,881 | +2.5% | 0.19% | +6.8% |
| Q3 2017 | $1,196,000 | +4.5% | 34,023 | +0.5% | 0.18% | +1.1% |
| Q2 2017 | $1,145,000 | +0.8% | 33,843 | +0.7% | 0.17% | -2.8% |
| Q1 2017 | $1,136,000 | +6.4% | 33,621 | +2.7% | 0.18% | -0.6% |
| Q4 2016 | $1,068,000 | +4.8% | 32,723 | -0.1% | 0.18% | +5.3% |
| Q3 2016 | $1,019,000 | -3.6% | 32,750 | -6.1% | 0.17% | -7.1% |
| Q2 2016 | $1,057,000 | +14.4% | 34,880 | +11.3% | 0.18% | +6.4% |
| Q1 2016 | $924,000 | +6.9% | 31,333 | +3.8% | 0.17% | +3.0% |
| Q4 2015 | $864,000 | +7.5% | 30,183 | +2.5% | 0.17% | +5.7% |
| Q3 2015 | $804,000 | +8.6% | 29,461 | +18.4% | 0.16% | +12.8% |
| Q2 2015 | $740,000 | +2.4% | 24,884 | +3.2% | 0.14% | -2.8% |
| Q1 2015 | $723,000 | +26.8% | 24,104 | +27.3% | 0.14% | +17.9% |
| Q4 2014 | $570,000 | – | 18,934 | – | 0.12% | – |
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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% |