SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 51 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54 | -98.5% | 1 | -98.5% | 0.00% | – |
| Q1 2023 | $3,607 | -78.6% | 66 | -79.1% | 0.00% | – |
| Q4 2022 | $16,870 | +5.4% | 316 | -7.6% | 0.00% | – |
| Q3 2022 | $16,000 | -5.9% | 342 | 0.0% | 0.00% | – |
| Q2 2022 | $17,000 | -19.0% | 342 | -6.8% | 0.00% | – |
| Q1 2022 | $21,000 | -8.7% | 367 | -4.7% | 0.00% | – |
| Q4 2021 | $23,000 | -36.1% | 385 | -42.9% | 0.00% | – |
| Q3 2021 | $36,000 | -16.3% | 674 | -13.5% | 0.00% | – |
| Q2 2021 | $43,000 | -14.0% | 779 | -19.1% | 0.00% | – |
| Q1 2021 | $50,000 | +56.2% | 963 | +34.7% | 0.00% | – |
| Q4 2020 | $32,000 | +14.3% | 715 | -2.1% | 0.00% | – |
| Q3 2020 | $28,000 | +40.0% | 730 | +32.0% | 0.00% | – |
| Q2 2020 | $20,000 | +5.3% | 553 | -8.7% | 0.00% | – |
| Q1 2020 | $19,000 | -82.7% | 606 | -76.4% | 0.00% | – |
| Q4 2019 | $110,000 | +27.9% | 2,566 | +18.3% | 0.00% | – |
| Q3 2019 | $86,000 | +68.6% | 2,169 | +67.9% | 0.00% | – |
| Q2 2019 | $51,000 | +34.2% | 1,292 | +28.9% | 0.00% | – |
| Q1 2019 | $38,000 | 0.0% | 1,002 | -11.6% | 0.00% | – |
| Q4 2018 | $38,000 | -13.6% | 1,133 | +2.3% | 0.00% | – |
| Q3 2018 | $44,000 | +4.8% | 1,107 | -2.7% | 0.00% | – |
| Q2 2018 | $42,000 | +16.7% | 1,138 | +16.1% | 0.00% | – |
| Q1 2018 | $36,000 | -7.7% | 980 | -5.3% | 0.00% | – |
| Q4 2017 | $39,000 | +8.3% | 1,035 | 0.0% | 0.00% | – |
| Q3 2017 | $36,000 | -2.7% | 1,035 | -4.2% | 0.00% | – |
| Q2 2017 | $37,000 | +85.0% | 1,080 | +81.5% | 0.00% | – |
| Q1 2017 | $20,000 | +5.3% | 595 | +4.8% | 0.00% | – |
| Q4 2016 | $19,000 | +5.6% | 568 | +0.2% | 0.00% | – |
| Q3 2016 | $18,000 | +157.1% | 567 | +133.3% | 0.00% | – |
| Q2 2016 | $7,000 | +250.0% | 243 | +192.8% | 0.00% | – |
| Q1 2016 | $2,000 | – | 83 | – | 0.00% | – |
Download | ||||||
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% |