SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 111 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,989 | -0.4% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 56 | +1.8% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -99.2% | 55 | -99.4% | 0.00% | -99.4% |
| Q2 2019 | $376,000 | +0.3% | 9,613 | +0.6% | 0.16% | -0.6% |
| Q1 2019 | $375,000 | +4.5% | 9,560 | +0.5% | 0.16% | -14.1% |
| Q4 2018 | $359,000 | +2.0% | 9,508 | +0.6% | 0.18% | -6.1% |
| Q3 2018 | $352,000 | -0.6% | 9,447 | -0.3% | 0.20% | -4.4% |
| Q2 2018 | $354,000 | +6.0% | 9,475 | +3.0% | 0.21% | -5.5% |
| Q1 2018 | $334,000 | -4.0% | 9,198 | -1.0% | 0.22% | -2.7% |
| Q4 2017 | $348,000 | – | 9,288 | – | 0.22% | – |
Download | ||||||
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% |