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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $17,719,000 | +26.5% | 323,039 | +26.2% | 3.18% | +24.8% |
| Q2 2021 | $14,003,000 | +43.1% | 255,895 | +35.1% | 2.55% | +27.4% |
| Q1 2021 | $9,787,000 | +1203.2% | 189,411 | +1043.0% | 2.00% | +1392.5% |
| Q4 2020 | $751,000 | +15.2% | 16,572 | -1.6% | 0.13% | +4.7% |
| Q3 2020 | $652,000 | -17.7% | 16,833 | -21.7% | 0.13% | -17.9% |
| Q2 2020 | $792,000 | -8.2% | 21,498 | -21.9% | 0.16% | -28.1% |
| Q1 2020 | $863,000 | -55.9% | 27,541 | -44.3% | 0.22% | -48.3% |
| Q3 2019 | $1,955,000 | +8.0% | 49,424 | +6.8% | 0.42% | +5.8% |
| Q2 2019 | $1,810,000 | – | 46,278 | – | 0.40% | – |
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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% |