SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 191 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $302,000 | -65.8% | 8,209 | -70.9% | 0.02% | -71.2% |
| Q1 2020 | $883,000 | -36.5% | 28,174 | -13.6% | 0.08% | -25.9% |
| Q4 2019 | $1,391,000 | -4.5% | 32,596 | -11.5% | 0.11% | -9.2% |
| Q3 2019 | $1,456,000 | +2.5% | 36,820 | +1.4% | 0.12% | -7.0% |
| Q2 2019 | $1,420,000 | +3.0% | 36,307 | 0.0% | 0.13% | 0.0% |
| Q1 2019 | $1,378,000 | +8.8% | 36,307 | -2.6% | 0.13% | -4.5% |
| Q4 2018 | $1,267,000 | -20.0% | 37,282 | -6.6% | 0.13% | -18.8% |
| Q3 2018 | $1,584,000 | +0.1% | 39,924 | -5.9% | 0.16% | -11.3% |
| Q2 2018 | $1,583,000 | +2.7% | 42,405 | 0.0% | 0.19% | -9.3% |
| Q1 2018 | $1,541,000 | -12.9% | 42,405 | -10.2% | 0.20% | -13.5% |
| Q4 2017 | $1,769,000 | +6.6% | 47,229 | 0.0% | 0.24% | -4.0% |
| Q3 2017 | $1,660,000 | +3.9% | 47,229 | 0.0% | 0.25% | -5.7% |
| Q2 2017 | $1,597,000 | -3.0% | 47,229 | -3.1% | 0.26% | -13.8% |
| Q1 2017 | $1,646,000 | +1.2% | 48,723 | -2.3% | 0.30% | -12.6% |
| Q4 2016 | $1,627,000 | -9.8% | 49,863 | -14.0% | 0.35% | -17.3% |
| Q3 2016 | $1,803,000 | +2.6% | 57,963 | 0.0% | 0.42% | -1.2% |
| Q2 2016 | $1,757,000 | +2.8% | 57,963 | 0.0% | 0.43% | -6.6% |
| Q1 2016 | $1,709,000 | -0.9% | 57,963 | -3.7% | 0.46% | -16.8% |
| Q4 2015 | $1,724,000 | -20.1% | 60,183 | -23.9% | 0.55% | -28.6% |
| Q3 2015 | $2,158,000 | -7.6% | 79,133 | +0.8% | 0.77% | +6.4% |
| Q2 2015 | $2,335,000 | -0.8% | 78,473 | 0.0% | 0.72% | -10.1% |
| Q1 2015 | $2,354,000 | +15.0% | 78,473 | +15.4% | 0.80% | +8.7% |
| Q4 2014 | $2,047,000 | – | 67,985 | – | 0.74% | – |
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% |