SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 299 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. 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 ↓ |
|---|---|---|---|
| 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% |