SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 145 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,039,740 | -50.0% | 18,577 | -48.6% | 0.00% | 0.0% |
| Q2 2023 | $2,079,428 | -54.2% | 36,120 | -52.5% | 0.00% | -60.0% |
| Q1 2023 | $4,539,486 | +743.6% | 76,088 | +140.7% | 0.01% | +150.0% |
| Q4 2022 | $538,117 | -49.3% | 31,605 | +42.1% | 0.00% | -33.3% |
| Q3 2022 | $1,062,000 | -6.6% | 22,234 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $1,137,000 | -38.5% | 22,341 | -29.3% | 0.00% | -25.0% |
| Q1 2022 | $1,850,000 | -6.8% | 31,622 | -6.7% | 0.00% | 0.0% |
| Q4 2021 | $1,986,000 | +84.4% | 33,881 | +69.8% | 0.00% | +33.3% |
| Q3 2021 | $1,077,000 | +1.4% | 19,957 | +2.9% | 0.00% | +50.0% |
| Q2 2021 | $1,062,000 | +6.2% | 19,402 | +0.2% | 0.00% | -33.3% |
| Q1 2021 | $1,000,000 | +321.9% | 19,361 | +205.1% | 0.00% | +200.0% |
| Q2 2018 | $237,000 | – | 6,345 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 361,814 | $18,416,000 | 17.21% |
| Northwest Bancshares, Inc. | 1,314,059 | $66,886,000 | 15.12% |
| Glassman Wealth Services | 1,341,860 | $68,301,000 | 14.06% |
| Kelman-Lazarov, Inc. | 739,599 | $37,646,000 | 12.72% |
| Arlington Financial Advisors, LLC | 540,315 | $27,502,000 | 12.36% |
| Ashford Advisors, LLC | 675,389 | $34,377,000 | 12.04% |
| Northland Capital Management LLC | 232,770 | $11,848,000 | 10.89% |
| McAdam, LLC | 1,991,709 | $101,378,000 | 10.72% |
| Prairiewood Capital, LLC | 263,344 | $13,404,000 | 10.63% |
| Charles Schwab Investment Advisory, Inc. | 111,841,517 | $5,692,733,000 | 9.90% |