SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 253 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,014 | -66.3% | 7,272 | -65.4% | 0.01% | -67.5% |
| Q2 2023 | $1,208,682 | +7109794.1% | 20,995 | +6694.5% | 0.04% | +3900.0% |
| Q1 2023 | $17 | -97.0% | 309 | -97.1% | 0.00% | -95.7% |
| Q4 2022 | $563 | -99.9% | 10,547 | -13.4% | 0.02% | +155.6% |
| Q3 2022 | $582,000 | +546.7% | 12,182 | +589.4% | 0.01% | +350.0% |
| Q2 2022 | $90,000 | +95.7% | 1,767 | +123.4% | 0.00% | – |
| Q1 2022 | $46,000 | -92.0% | 791 | -92.0% | 0.00% | -100.0% |
| Q4 2021 | $578,000 | +17.5% | 9,860 | +9.7% | 0.01% | -23.1% |
| Q2 2021 | $492,000 | +105.0% | 8,990 | +69.3% | 0.01% | +85.7% |
| Q4 2020 | $240,000 | -81.9% | 5,310 | -84.5% | 0.01% | -53.3% |
| Q3 2020 | $1,327,000 | -53.7% | 34,266 | -55.9% | 0.02% | -87.3% |
| Q2 2020 | $2,864,000 | +1361.2% | 77,736 | +1586.2% | 0.12% | +637.5% |
| Q4 2019 | $196,000 | -56.9% | 4,610 | -59.9% | 0.02% | -48.4% |
| Q3 2019 | $455,000 | +30.7% | 11,492 | +29.2% | 0.03% | +34.8% |
| Q2 2019 | $348,000 | -38.0% | 8,894 | -39.9% | 0.02% | -32.4% |
| Q1 2019 | $561,000 | +352.4% | 14,789 | +372.0% | 0.03% | +277.8% |
| Q3 2018 | $124,000 | -83.2% | 3,133 | -84.1% | 0.01% | -78.0% |
| Q2 2018 | $737,000 | +47.1% | 19,727 | +43.1% | 0.04% | -4.7% |
| Q1 2018 | $501,000 | +17.1% | 13,783 | +20.6% | 0.04% | -21.8% |
| Q4 2017 | $428,000 | +256.7% | 11,432 | +235.9% | 0.06% | +450.0% |
| Q3 2017 | $120,000 | -90.2% | 3,403 | -90.6% | 0.01% | -92.9% |
| Q2 2017 | $1,230,000 | +1008.1% | 36,373 | +1009.6% | 0.14% | +1172.7% |
| Q1 2017 | $111,000 | -92.1% | 3,278 | -92.4% | 0.01% | -92.8% |
| Q4 2016 | $1,412,000 | +69.9% | 43,271 | +62.1% | 0.15% | +84.3% |
| Q3 2016 | $831,000 | -30.6% | 26,702 | -32.4% | 0.08% | -27.2% |
| Q2 2016 | $1,197,000 | +554.1% | 39,488 | +535.4% | 0.11% | +322.2% |
| Q1 2016 | $183,000 | -82.7% | 6,215 | -83.1% | 0.03% | -84.2% |
| Q4 2015 | $1,056,000 | +5457.9% | 36,882 | +5168.9% | 0.17% | +8450.0% |
| Q3 2015 | $19,000 | +18.8% | 700 | +31.8% | 0.00% | +100.0% |
| Q2 2015 | $16,000 | +6.7% | 531 | +6.2% | 0.00% | -50.0% |
| Q1 2015 | $15,000 | -53.1% | 500 | -54.4% | 0.00% | -50.0% |
| Q3 2014 | $32,000 | – | 1,096 | – | 0.00% | – |
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% |