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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $449,000 | -22.6% | 8,813 | -11.0% | 0.27% | -6.2% |
| Q1 2022 | $580,000 | -7.2% | 9,907 | -7.2% | 0.29% | +14.3% |
| Q4 2021 | $625,000 | +19.3% | 10,672 | +9.9% | 0.25% | -6.3% |
| Q3 2021 | $524,000 | +6.9% | 9,707 | +8.4% | 0.27% | +35.9% |
| Q2 2021 | $490,000 | +6.1% | 8,953 | +0.1% | 0.20% | +3.1% |
| Q1 2021 | $462,000 | -3.8% | 8,947 | -15.6% | 0.19% | -23.5% |
| Q4 2020 | $480,000 | +17.9% | 10,601 | +0.9% | 0.25% | -1.2% |
| Q3 2020 | $407,000 | +15.0% | 10,510 | +9.2% | 0.25% | +11.4% |
| Q2 2020 | $354,000 | +56.6% | 9,621 | +33.1% | 0.23% | +81.0% |
| Q1 2020 | $226,000 | -17.5% | 7,226 | +0.1% | 0.13% | +10.5% |
| Q1 2019 | $274,000 | -30.8% | 7,218 | -31.7% | 0.11% | -39.0% |
| Q4 2017 | $396,000 | +44.5% | 10,572 | +35.7% | 0.19% | +41.7% |
| Q3 2017 | $274,000 | – | 7,789 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 361,814 | $18,416,000 | 17.21% |
| Northwest Bancshares, Inc. | 1,314,059 | $66,886,000 | 15.12% |
| Glassman Wealth Services | 1,341,860 | $68,301,000 | 14.06% |
| Kelman-Lazarov, Inc. | 739,599 | $37,646,000 | 12.72% |
| Arlington Financial Advisors, LLC | 540,315 | $27,502,000 | 12.36% |
| Ashford Advisors, LLC | 675,389 | $34,377,000 | 12.04% |
| Northland Capital Management LLC | 232,770 | $11,848,000 | 10.89% |
| McAdam, LLC | 1,991,709 | $101,378,000 | 10.72% |
| Prairiewood Capital, LLC | 263,344 | $13,404,000 | 10.63% |
| Charles Schwab Investment Advisory, Inc. | 111,841,517 | $5,692,733,000 | 9.90% |