SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 190 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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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% |