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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,517,000 | -86.8% | 35,566 | -87.7% | 0.76% | -87.7% |
| Q3 2019 | $11,482,000 | +0.5% | 290,320 | -0.6% | 6.15% | -0.8% |
| Q2 2019 | $11,421,000 | +3.6% | 292,017 | +0.5% | 6.20% | -3.0% |
| Q1 2019 | $11,023,000 | +42.8% | 290,470 | +26.8% | 6.40% | +17.0% |
| Q4 2018 | $7,718,000 | -13.6% | 229,158 | +1.8% | 5.47% | -1.2% |
| Q3 2018 | $8,931,000 | +14.0% | 225,088 | +7.3% | 5.54% | -0.4% |
| Q2 2018 | $7,833,000 | +12.5% | 209,780 | +9.5% | 5.56% | -6.8% |
| Q1 2018 | $6,963,000 | -24.8% | 191,616 | -22.5% | 5.96% | -21.8% |
| Q4 2017 | $9,258,000 | +8.8% | 247,137 | +2.1% | 7.63% | -0.7% |
| Q3 2017 | $8,509,000 | +8.1% | 242,067 | +4.0% | 7.68% | +8.9% |
| Q2 2017 | $7,873,000 | -20.9% | 232,792 | -20.9% | 7.06% | -13.6% |
| Q1 2017 | $9,948,000 | +5.0% | 294,420 | +1.4% | 8.17% | +7.8% |
| Q4 2016 | $9,478,000 | – | 290,463 | – | 7.58% | – |
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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% |