SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 190 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $452,000 | -44.3% | 14,427 | -24.2% | 0.17% | -40.1% |
| Q4 2019 | $812,000 | +4.8% | 19,022 | -2.9% | 0.28% | -6.9% |
| Q3 2019 | $775,000 | -4.9% | 19,585 | -6.0% | 0.30% | -14.4% |
| Q2 2019 | $815,000 | -5.1% | 20,833 | -7.9% | 0.35% | -15.5% |
| Q1 2019 | $859,000 | +76.7% | 22,632 | +58.4% | 0.42% | +58.1% |
| Q4 2018 | $486,000 | +18.0% | 14,290 | +37.7% | 0.26% | -16.1% |
| Q3 2018 | $412,000 | +5.9% | 10,379 | -0.5% | 0.32% | -11.0% |
| Q2 2018 | $389,000 | +85.2% | 10,428 | +80.9% | 0.36% | +71.5% |
| Q1 2018 | $210,000 | +5.0% | 5,765 | +8.1% | 0.21% | -5.9% |
| Q4 2017 | $200,000 | – | 5,332 | – | 0.22% | – |
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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% |