SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $5,000 | -87.8% | 95 | -88.1% | 0.00% | -87.5% |
| Q1 2021 | $41,000 | +13.9% | 795 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $36,000 | +16.1% | 795 | 0.0% | 0.02% | +6.7% |
| Q3 2020 | $31,000 | +6.9% | 795 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $29,000 | +31.8% | 795 | +13.6% | 0.02% | +6.7% |
| Q1 2020 | $22,000 | -26.7% | 700 | 0.0% | 0.02% | -11.8% |
| Q4 2019 | $30,000 | +7.1% | 700 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $28,000 | +3.7% | 700 | 0.0% | 0.02% | +6.2% |
| Q2 2019 | $27,000 | 0.0% | 700 | 0.0% | 0.02% | -5.9% |
| Q1 2019 | $27,000 | +12.5% | 700 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $24,000 | -7.7% | 700 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $26,000 | 0.0% | 700 | 0.0% | 0.02% | -10.5% |
| Q2 2018 | $26,000 | +4.0% | 700 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $25,000 | – | 700 | – | 0.02% | – |
Download | ||||||
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% |