SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,933 | -34.2% | 642 | -32.3% | 0.01% | -28.6% |
| Q2 2023 | $54,576 | +54.8% | 948 | +47.7% | 0.01% | +40.0% |
| Q1 2023 | $35,259 | +2.8% | 642 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $34,309 | +3330.9% | 642 | +1067.3% | 0.00% | – |
| Q1 2020 | $1,000 | -98.4% | 55 | -96.3% | 0.00% | -100.0% |
| Q4 2019 | $64,000 | +8.5% | 1,483 | 0.0% | 0.02% | +6.7% |
| Q3 2019 | $59,000 | +1.7% | 1,483 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $58,000 | -60.5% | 1,483 | -61.7% | 0.02% | -62.5% |
| Q1 2019 | $147,000 | -86.0% | 3,875 | -87.4% | 0.04% | -86.5% |
| Q4 2018 | $1,048,000 | +52300.0% | 30,817 | +55930.9% | 0.30% | +29500.0% |
| Q3 2018 | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $2,000 | +100.0% | 55 | 0.0% | 0.00% | – |
| Q1 2018 | $1,000 | -50.0% | 55 | 0.0% | 0.00% | -100.0% |
| Q4 2017 | $2,000 | +100.0% | 55 | +41.0% | 0.00% | 0.0% |
| Q3 2015 | $1,000 | -75.0% | 39 | -69.0% | 0.00% | -66.7% |
| Q2 2015 | $4,000 | -20.0% | 126 | -20.3% | 0.00% | -25.0% |
| Q1 2015 | $5,000 | +25.0% | 158 | +10.5% | 0.00% | +33.3% |
| Q4 2014 | $4,000 | 0.0% | 143 | +6.7% | 0.00% | 0.0% |
| Q3 2014 | $4,000 | +100.0% | 134 | +55.8% | 0.00% | +200.0% |
| Q2 2014 | $2,000 | – | 86 | – | 0.00% | – |
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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% |