SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,059,000 | -1.9% | 24,810 | -9.2% | 0.23% | -7.8% |
| Q3 2019 | $1,080,000 | -6.7% | 27,317 | -7.7% | 0.24% | -7.5% |
| Q2 2019 | $1,158,000 | +5.0% | 29,605 | +1.9% | 0.26% | +1.9% |
| Q1 2019 | $1,103,000 | +12.0% | 29,064 | +0.2% | 0.26% | -7.1% |
| Q4 2018 | $985,000 | -34.2% | 28,998 | -23.1% | 0.28% | -18.8% |
| Q3 2018 | $1,497,000 | +31.9% | 37,730 | +24.2% | 0.34% | +9.9% |
| Q2 2018 | $1,135,000 | +2.8% | 30,388 | 0.0% | 0.31% | -0.3% |
| Q1 2018 | $1,104,000 | -3.0% | 30,388 | +0.0% | 0.32% | -1.6% |
| Q4 2017 | $1,138,000 | -14.3% | 30,387 | -19.6% | 0.32% | -11.1% |
| Q3 2017 | $1,328,000 | +26.6% | 37,792 | +21.9% | 0.36% | +7.5% |
| Q2 2017 | $1,049,000 | -5.8% | 31,004 | -6.0% | 0.34% | -5.4% |
| Q1 2017 | $1,114,000 | -7.2% | 32,966 | -10.4% | 0.35% | -7.3% |
| Q4 2016 | $1,200,000 | -37.5% | 36,773 | -40.4% | 0.38% | -38.0% |
| Q3 2016 | $1,919,000 | -41.1% | 61,689 | -42.6% | 0.62% | -47.7% |
| Q2 2016 | $3,257,000 | – | 107,455 | – | 1.18% | – |
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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% |