SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 135 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,820 | +4.7% | 68,253 | +7.7% | 0.02% | +5.0% |
| Q2 2023 | $3,649 | +21.1% | 63,376 | +15.6% | 0.02% | -4.8% |
| Q1 2023 | $3,012 | +4.3% | 54,840 | +1.5% | 0.02% | +10.5% |
| Q4 2022 | $2,889 | -99.9% | 54,056 | +2.7% | 0.02% | 0.0% |
| Q3 2022 | $2,515,000 | +4.5% | 52,660 | +11.4% | 0.02% | +5.6% |
| Q2 2022 | $2,406,000 | -53.5% | 47,261 | -46.6% | 0.02% | -51.4% |
| Q1 2022 | $5,179,000 | +279.1% | 88,524 | +279.7% | 0.04% | +270.0% |
| Q4 2021 | $1,366,000 | +122.5% | 23,313 | +104.8% | 0.01% | +100.0% |
| Q3 2021 | $614,000 | +17.6% | 11,386 | +19.4% | 0.01% | +25.0% |
| Q2 2021 | $522,000 | +21.7% | 9,533 | +14.8% | 0.00% | 0.0% |
| Q1 2021 | $429,000 | -12.1% | 8,303 | -22.9% | 0.00% | -20.0% |
| Q4 2020 | $488,000 | -10.3% | 10,771 | -23.3% | 0.01% | -28.6% |
| Q3 2020 | $544,000 | -83.3% | 14,039 | -84.1% | 0.01% | -84.1% |
| Q2 2020 | $3,256,000 | +19.7% | 88,371 | +1.7% | 0.04% | -6.4% |
| Q1 2020 | $2,721,000 | -14.1% | 86,858 | +17.0% | 0.05% | +4.4% |
| Q4 2019 | $3,168,000 | +19.1% | 74,217 | +10.3% | 0.04% | +4.7% |
| Q3 2019 | $2,661,000 | +5.5% | 67,294 | +4.4% | 0.04% | +19.4% |
| Q2 2019 | $2,522,000 | +5.6% | 64,480 | +2.5% | 0.04% | -2.7% |
| Q1 2019 | $2,388,000 | +12.7% | 62,936 | +1.0% | 0.04% | -2.6% |
| Q4 2018 | $2,118,000 | -10.6% | 62,321 | +4.4% | 0.04% | -5.0% |
| Q3 2018 | $2,369,000 | +32.5% | 59,708 | +24.7% | 0.04% | +2.6% |
| Q2 2018 | $1,788,000 | +23.1% | 47,877 | +19.8% | 0.04% | +25.8% |
| Q1 2018 | $1,452,000 | -1.0% | 39,969 | +2.0% | 0.03% | +10.7% |
| Q4 2017 | $1,467,000 | +18.5% | 39,169 | +11.2% | 0.03% | +7.7% |
| Q3 2017 | $1,238,000 | +10.3% | 35,216 | +6.1% | 0.03% | +18.2% |
| Q2 2017 | $1,122,000 | – | 33,189 | – | 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% |