SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 147 filers reported holding SCHWAB STRATEGIC TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $67,851 | +88018.2% | 1,013 | -11.5% | 0.01% | -16.7% |
| Q1 2024 | $77 | -28.7% | 1,145 | -34.2% | 0.01% | -33.3% |
| Q4 2023 | $108 | +1.9% | 1,741 | -7.8% | 0.01% | 0.0% |
| Q3 2023 | $106 | -3.6% | 1,889 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $110 | +54.9% | 1,918 | +49.0% | 0.01% | +28.6% |
| Q1 2023 | $71 | +18.3% | 1,287 | +15.2% | 0.01% | +16.7% |
| Q4 2022 | $60 | -99.9% | 1,117 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $53,000 | -18.5% | 1,117 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $65,000 | -13.3% | 1,117 | -12.9% | 0.01% | -22.2% |
| Q4 2021 | $75,000 | +17.2% | 1,282 | +8.9% | 0.01% | +12.5% |
| Q3 2021 | $64,000 | -1.5% | 1,177 | 0.0% | 0.01% | -20.0% |
| Q2 2021 | $65,000 | +97.0% | 1,177 | +86.5% | 0.01% | +42.9% |
| Q1 2021 | $33,000 | -37.7% | 631 | -46.4% | 0.01% | -36.4% |
| Q4 2020 | $53,000 | +76.7% | 1,177 | +48.4% | 0.01% | +57.1% |
| Q3 2020 | $30,000 | +30.4% | 793 | +25.7% | 0.01% | +16.7% |
| Q2 2020 | $23,000 | +15.0% | 631 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $20,000 | -25.9% | 631 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $27,000 | +8.0% | 631 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $25,000 | -41.9% | 631 | -42.1% | 0.01% | -42.9% |
| Q2 2019 | $43,000 | +4.9% | 1,089 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $41,000 | +10.8% | 1,089 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $37,000 | -14.0% | 1,089 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $43,000 | +4.9% | 1,089 | 0.0% | 0.02% | +14.3% |
| Q2 2018 | $41,000 | +2.5% | 1,089 | 0.0% | 0.01% | -30.0% |
| Q1 2018 | $40,000 | -2.4% | 1,089 | 0.0% | 0.02% | +17.6% |
| Q4 2017 | $41,000 | -63.7% | 1,089 | -66.1% | 0.02% | -68.5% |
| Q3 2017 | $113,000 | -30.2% | 3,209 | -32.8% | 0.05% | -33.3% |
| Q2 2017 | $162,000 | +0.6% | 4,776 | 0.0% | 0.08% | -6.9% |
| Q1 2017 | $161,000 | +3.2% | 4,776 | 0.0% | 0.09% | -3.3% |
| Q4 2016 | $156,000 | +218.4% | 4,776 | +204.8% | 0.09% | +190.3% |
| Q3 2016 | $49,000 | +4.3% | 1,567 | 0.0% | 0.03% | -6.1% |
| Q2 2016 | $47,000 | +2.2% | 1,567 | 0.0% | 0.03% | -2.9% |
| Q1 2016 | $46,000 | +4.5% | 1,567 | +2.4% | 0.03% | +17.2% |
| Q4 2015 | $44,000 | – | 1,531 | – | 0.03% | – |
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% |