SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 57 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $14,000 | 0.0% | 261 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 261 | 0.0% | 0.00% | +100.0% |
| Q1 2021 | $13,000 | -18.8% | 261 | -24.1% | 0.00% | 0.0% |
| Q4 2020 | $16,000 | -48.4% | 344 | -56.6% | 0.00% | -66.7% |
| Q3 2020 | $31,000 | +3000.0% | 792 | +4068.4% | 0.00% | – |
| Q2 2020 | $1,000 | -83.3% | 19 | -89.6% | 0.00% | -100.0% |
| Q1 2020 | $6,000 | -14.3% | 182 | +5.2% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | +250.0% | 173 | +302.3% | 0.00% | – |
| Q2 2019 | $2,000 | -100.0% | 43 | -93.6% | 0.00% | -100.0% |
| Q4 2017 | $24,983,000 | +42.8% | 667 | +15.6% | 0.00% | 0.0% |
| Q2 2016 | $17,489,000 | – | 577 | – | 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% |