SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 164 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $351 | -6.9% | 6,278 | -4.0% | 0.00% | 0.0% |
| Q2 2023 | $377 | +8.0% | 6,540 | +2.8% | 0.00% | 0.0% |
| Q1 2023 | $349 | +6.1% | 6,359 | +3.2% | 0.00% | 0.0% |
| Q4 2022 | $329 | -99.9% | 6,159 | +19.6% | 0.00% | 0.0% |
| Q3 2022 | $246,000 | -2.8% | 5,150 | +4.8% | 0.00% | 0.0% |
| Q2 2022 | $253,000 | -18.1% | 4,912 | -7.1% | 0.00% | 0.0% |
| Q1 2022 | $309,000 | +7.3% | 5,290 | +7.7% | 0.00% | 0.0% |
| Q4 2021 | $288,000 | +10.3% | 4,912 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $261,000 | -1.5% | 4,838 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $265,000 | +1.9% | 4,838 | -3.7% | 0.00% | 0.0% |
| Q1 2021 | $260,000 | -28.0% | 5,024 | -44.9% | 0.00% | -66.7% |
| Q3 2019 | $361,000 | -9.3% | 9,126 | -10.2% | 0.00% | 0.0% |
| Q2 2019 | $398,000 | +7.3% | 10,165 | +4.0% | 0.00% | 0.0% |
| Q1 2019 | $371,000 | +1.4% | 9,775 | +5.8% | 0.00% | 0.0% |
| Q3 2018 | $366,000 | +4.3% | 9,236 | -4.3% | 0.00% | -25.0% |
| Q1 2018 | $351,000 | +67.9% | 9,654 | +73.3% | 0.00% | +100.0% |
| Q4 2017 | $209,000 | – | 5,571 | – | 0.00% | – |
Download | ||||||
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% |