SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $3,709,000 | -19.0% | 109,144 | -5.4% | 2.65% | -20.8% |
| Q3 2018 | $4,580,000 | +5.8% | 115,415 | -0.4% | 3.35% | +5.6% |
| Q2 2018 | $4,327,000 | -9.2% | 115,892 | -11.7% | 3.17% | -17.7% |
| Q1 2018 | $4,768,000 | -13.7% | 131,192 | -11.0% | 3.85% | -2.1% |
| Q4 2017 | $5,525,000 | -3.0% | 147,485 | -9.0% | 3.94% | +7.9% |
| Q3 2017 | $5,695,000 | -4.0% | 162,010 | -6.0% | 3.65% | -0.8% |
| Q2 2017 | $5,932,000 | -2.3% | 172,345 | -4.1% | 3.68% | -14.2% |
| Q1 2017 | $6,071,000 | -6.6% | 179,662 | -9.8% | 4.28% | -35.9% |
| Q4 2016 | $6,501,000 | – | 199,222 | – | 6.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 361,814 | $18,416,000 | 17.21% |
| Northwest Bancshares, Inc. | 1,314,059 | $66,886,000 | 15.12% |
| Glassman Wealth Services | 1,341,860 | $68,301,000 | 14.06% |
| Kelman-Lazarov, Inc. | 739,599 | $37,646,000 | 12.72% |
| Arlington Financial Advisors, LLC | 540,315 | $27,502,000 | 12.36% |
| Ashford Advisors, LLC | 675,389 | $34,377,000 | 12.04% |
| Northland Capital Management LLC | 232,770 | $11,848,000 | 10.89% |
| McAdam, LLC | 1,991,709 | $101,378,000 | 10.72% |
| Prairiewood Capital, LLC | 263,344 | $13,404,000 | 10.63% |
| Charles Schwab Investment Advisory, Inc. | 111,841,517 | $5,692,733,000 | 9.90% |