SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $109,197 | +6.1% | 1,951 | +9.2% | 0.01% | +8.3% |
| Q2 2023 | $102,878 | +4.8% | 1,787 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $98,142 | -50.7% | 1,787 | -52.1% | 0.01% | -55.2% |
| Q4 2022 | $199,224 | +105.4% | 3,728 | +83.6% | 0.03% | +70.6% |
| Q3 2022 | $97,000 | +1112.5% | 2,030 | +1145.4% | 0.02% | +1600.0% |
| Q2 2022 | $8,000 | -82.2% | 163 | -78.6% | 0.00% | -87.5% |
| Q1 2022 | $45,000 | +95.7% | 762 | +91.9% | 0.01% | +100.0% |
| Q4 2021 | $23,000 | +9.5% | 397 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $21,000 | 0.0% | 397 | +5.0% | 0.01% | 0.0% |
| Q2 2021 | $21,000 | +5.0% | 378 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $20,000 | +300.0% | 378 | +166.2% | 0.01% | +150.0% |
| Q4 2018 | $5,000 | -92.6% | 142 | -91.8% | 0.00% | -90.9% |
| Q3 2018 | $68,000 | +6.2% | 1,725 | 0.0% | 0.02% | -31.2% |
| Q2 2018 | $64,000 | -31.9% | 1,725 | -33.0% | 0.03% | -37.3% |
| Q1 2018 | $94,000 | -2.1% | 2,575 | 0.0% | 0.05% | -3.8% |
| Q4 2017 | $96,000 | +5.5% | 2,575 | 0.0% | 0.05% | -1.9% |
| Q3 2017 | $91,000 | – | 2,575 | – | 0.05% | – |
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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% |