SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $304,000 | -46.8% | 7,652 | -50.0% | 0.04% | -43.8% |
| Q2 2018 | $571,000 | +2.7% | 15,304 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $556,000 | -8.6% | 15,304 | -5.6% | 0.08% | -10.1% |
| Q4 2017 | $608,000 | +6.7% | 16,220 | 0.0% | 0.09% | -1.1% |
| Q3 2017 | $570,000 | +108.0% | 16,220 | +100.0% | 0.09% | +52.5% |
| Q2 2017 | $274,000 | 0.0% | 8,110 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $274,000 | +3.4% | 8,110 | 0.0% | 0.06% | -1.7% |
| Q4 2016 | $265,000 | +5.2% | 8,110 | 0.0% | 0.06% | -1.6% |
| Q3 2016 | $252,000 | +2.4% | 8,110 | 0.0% | 0.06% | -4.7% |
| Q2 2016 | $246,000 | +2.9% | 8,110 | 0.0% | 0.06% | +3.2% |
| Q1 2016 | $239,000 | +3.0% | 8,110 | 0.0% | 0.06% | +21.6% |
| Q4 2015 | $232,000 | +5.0% | 8,110 | 0.0% | 0.05% | -13.6% |
| Q3 2015 | $221,000 | -8.3% | 8,110 | 0.0% | 0.06% | 0.0% |
| Q2 2015 | $241,000 | -0.8% | 8,110 | 0.0% | 0.06% | 0.0% |
| Q1 2015 | $243,000 | -0.4% | 8,110 | 0.0% | 0.06% | -7.8% |
| Q4 2014 | $244,000 | +3.8% | 8,110 | 0.0% | 0.06% | -13.5% |
| Q3 2014 | $235,000 | – | 8,110 | – | 0.07% | – |
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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% |