SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $12,239,000 | +12.2% | 322,493 | +0.5% | 4.30% | -5.8% |
| Q4 2018 | $10,904,000 | -15.0% | 320,905 | -0.8% | 4.56% | -3.1% |
| Q3 2018 | $12,835,000 | +5.6% | 323,474 | -0.6% | 4.71% | +1.8% |
| Q2 2018 | $12,153,000 | +4.5% | 325,459 | +1.7% | 4.62% | +4.9% |
| Q1 2018 | $11,631,000 | -4.2% | 320,073 | +3.2% | 4.41% | -2.5% |
| Q4 2017 | $12,142,000 | +14.1% | 310,148 | +3.8% | 4.52% | +44.5% |
| Q3 2017 | $10,646,000 | -4.4% | 298,794 | -18.9% | 3.13% | +2.5% |
| Q2 2017 | $11,135,000 | +13.9% | 368,473 | +27.4% | 3.05% | +1.0% |
| Q1 2017 | $9,772,000 | +47.7% | 289,192 | +42.6% | 3.02% | +62.5% |
| Q4 2016 | $6,615,000 | -60.1% | 202,733 | -61.9% | 1.86% | -60.4% |
| Q3 2016 | $16,567,000 | +21.1% | 532,516 | +18.0% | 4.70% | +12.2% |
| Q2 2016 | $13,682,000 | +26.4% | 451,395 | +23.0% | 4.19% | +38.0% |
| Q1 2016 | $10,826,000 | +240.7% | 367,110 | +230.9% | 3.04% | +230.7% |
| Q4 2015 | $3,178,000 | – | 110,954 | +5547600.0% | 0.92% | – |
| Q3 2015 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 2 | – | 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% |