SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 191 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $495,446 | -2.4% | 8,852 | +0.4% | 0.05% | 0.0% |
| Q2 2023 | $507,480 | +4.8% | 8,815 | 0.0% | 0.05% | -4.2% |
| Q1 2023 | $484,120 | +2.8% | 8,815 | 0.0% | 0.05% | -5.9% |
| Q4 2022 | $471,074 | +31.6% | 8,815 | +17.5% | 0.05% | +21.4% |
| Q3 2022 | $358,000 | -6.3% | 7,505 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $382,000 | -11.6% | 7,505 | +1.6% | 0.04% | 0.0% |
| Q1 2022 | $432,000 | -0.2% | 7,386 | 0.0% | 0.04% | +7.7% |
| Q4 2021 | $433,000 | +7.7% | 7,386 | 0.0% | 0.04% | -4.9% |
| Q3 2021 | $402,000 | -0.5% | 7,386 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $404,000 | +5.8% | 7,386 | 0.0% | 0.04% | -25.0% |
| Q1 2021 | $382,000 | +14.0% | 7,386 | 0.0% | 0.06% | +5.7% |
| Q4 2020 | $335,000 | +17.1% | 7,386 | 0.0% | 0.05% | +1.9% |
| Q3 2020 | $286,000 | +5.1% | 7,386 | +0.0% | 0.05% | -3.7% |
| Q2 2020 | $272,000 | +17.7% | 7,385 | 0.0% | 0.05% | -1.8% |
| Q1 2020 | $231,000 | -26.7% | 7,385 | 0.0% | 0.06% | -11.3% |
| Q4 2019 | $315,000 | +7.9% | 7,385 | 0.0% | 0.06% | +3.3% |
| Q3 2019 | $292,000 | +1.0% | 7,385 | 0.0% | 0.06% | +3.4% |
| Q2 2019 | $289,000 | +3.2% | 7,385 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $280,000 | +11.6% | 7,385 | 0.0% | 0.06% | +1.8% |
| Q4 2018 | $251,000 | -14.3% | 7,385 | 0.0% | 0.06% | -5.0% |
| Q3 2018 | $293,000 | +6.2% | 7,385 | 0.0% | 0.06% | +9.1% |
| Q2 2018 | $276,000 | – | 7,385 | – | 0.06% | – |
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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% |