SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $68,243 | +79.6% | 1,277 | +57.5% | 0.01% | +100.0% |
| Q3 2022 | $38,000 | +8.6% | 811 | +18.4% | 0.00% | 0.0% |
| Q2 2022 | $35,000 | -62.0% | 685 | -56.6% | 0.00% | -57.1% |
| Q1 2022 | $92,000 | +2966.7% | 1,580 | +2721.4% | 0.01% | – |
| Q4 2021 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 56 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | -50.0% | 56 | -50.0% | 0.00% | – |
| Q4 2020 | $6,000 | +200.0% | 112 | +103.6% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 55 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -96.9% | 55 | -97.4% | 0.00% | -100.0% |
| Q1 2020 | $65,000 | +983.3% | 2,090 | +1436.8% | 0.01% | +700.0% |
| Q4 2019 | $6,000 | -45.5% | 136 | -53.1% | 0.00% | 0.0% |
| Q1 2019 | $11,000 | +10.0% | 290 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $10,000 | -16.7% | 290 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $12,000 | +9.1% | 290 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $11,000 | -80.4% | 290 | -81.2% | 0.00% | -85.7% |
| Q1 2018 | $56,000 | -3.4% | 1,546 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $58,000 | +7.4% | 1,546 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $54,000 | -61.2% | 1,546 | -62.4% | 0.01% | -61.1% |
| Q2 2017 | $139,000 | 0.0% | 4,114 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $139,000 | +3.7% | 4,114 | 0.0% | 0.02% | -14.3% |
| Q4 2016 | $134,000 | +4.7% | 4,114 | 0.0% | 0.02% | +10.5% |
| Q3 2016 | $128,000 | +2.4% | 4,114 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $125,000 | -51.7% | 4,114 | -53.2% | 0.02% | -54.8% |
| Q1 2016 | $259,000 | – | 8,782 | – | 0.04% | – |
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% |