SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 277 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. 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% | – |
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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% |