SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $686,000 | +6.0% | 16,074 | -1.7% | 0.30% | +7.4% |
| Q3 2019 | $647,000 | -0.2% | 16,359 | -1.2% | 0.28% | -3.4% |
| Q2 2019 | $648,000 | -3.7% | 16,564 | -6.6% | 0.29% | -5.2% |
| Q1 2019 | $673,000 | -81.8% | 17,731 | -83.7% | 0.31% | -86.1% |
| Q4 2018 | $3,689,000 | -0.9% | 108,563 | +15.7% | 2.21% | +4.5% |
| Q3 2018 | $3,723,000 | +8.3% | 93,821 | +1.9% | 2.12% | +21.6% |
| Q2 2018 | $3,438,000 | +10.9% | 92,075 | +7.9% | 1.74% | +6.0% |
| Q1 2018 | $3,101,000 | +3.5% | 85,334 | +6.7% | 1.64% | +7.3% |
| Q4 2017 | $2,996,000 | +19.3% | 79,971 | +11.9% | 1.53% | +12.0% |
| Q3 2017 | $2,511,000 | +17.7% | 71,444 | +13.2% | 1.37% | +8.9% |
| Q2 2017 | $2,134,000 | +14.5% | 63,111 | +14.4% | 1.26% | +5.6% |
| Q1 2017 | $1,864,000 | +17.5% | 55,156 | +13.5% | 1.19% | +3.2% |
| Q4 2016 | $1,586,000 | +44.8% | 48,605 | +38.1% | 1.15% | +18.2% |
| Q3 2016 | $1,095,000 | +5.4% | 35,188 | +2.7% | 0.98% | +22.6% |
| Q2 2016 | $1,039,000 | +0.4% | 34,265 | -2.4% | 0.80% | +11.8% |
| Q1 2016 | $1,035,000 | -3.2% | 35,098 | -6.0% | 0.71% | -6.4% |
| Q4 2015 | $1,069,000 | +26.4% | 37,329 | +20.3% | 0.76% | +3.3% |
| Q3 2015 | $846,000 | -0.1% | 31,027 | +9.0% | 0.74% | +17.8% |
| Q2 2015 | $847,000 | -56.8% | 28,455 | -56.3% | 0.62% | -51.6% |
| Q4 2014 | $1,959,000 | – | 65,047 | – | 1.29% | – |
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% |