SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 46 filers reported holding SCHWAB STRATEGIC TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,000 | -50.0% | 25 | -54.5% | 0.00% | 0.0% |
| Q3 2017 | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | -98.7% | 55 | -98.8% | 0.00% | -98.9% |
| Q4 2016 | $156,000 | -4.3% | 4,781 | -9.0% | 0.10% | -4.0% |
| Q3 2016 | $163,000 | +2.5% | 5,253 | 0.0% | 0.10% | 0.0% |
| Q2 2016 | $159,000 | +103.8% | 5,253 | +97.5% | 0.10% | +73.7% |
| Q1 2016 | $78,000 | -57.4% | 2,660 | -58.4% | 0.06% | -55.5% |
| Q4 2015 | $183,000 | +2.8% | 6,398 | -0.2% | 0.13% | -6.6% |
| Q3 2015 | $178,000 | -30.7% | 6,411 | -25.7% | 0.14% | -29.4% |
| Q2 2015 | $257,000 | +3.2% | 8,624 | +3.8% | 0.19% | +21.2% |
| Q1 2015 | $249,000 | – | 8,311 | – | 0.16% | – |
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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% |