SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 164 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
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% | – |
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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% |