SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $53 | -100.0% | 1 | -100.0% | 0.00% | – |
| Q2 2021 | $743,000 | -0.9% | 13,574 | -6.5% | 0.00% | – |
| Q1 2021 | $750,000 | -57.7% | 14,520 | -62.9% | 0.00% | -100.0% |
| Q4 2020 | $1,773,000 | +12.8% | 39,156 | -3.5% | 0.00% | 0.0% |
| Q3 2020 | $1,572,000 | +10.8% | 40,586 | +5.4% | 0.00% | 0.0% |
| Q2 2020 | $1,419,000 | +467.6% | 38,511 | +382.6% | 0.00% | – |
| Q1 2020 | $250,000 | +792.9% | 7,980 | +1077.0% | 0.00% | – |
| Q4 2019 | $28,000 | +180.0% | 678 | +151.1% | 0.00% | – |
| Q3 2019 | $10,000 | +42.9% | 270 | +35.0% | 0.00% | – |
| Q1 2019 | $7,000 | +16.7% | 200 | 0.0% | 0.00% | – |
| Q4 2018 | $6,000 | -64.7% | 200 | -55.0% | 0.00% | – |
| Q2 2018 | $17,000 | -65.3% | 444 | -67.6% | 0.00% | – |
| Q1 2018 | $49,000 | – | 1,371 | – | 0.00% | – |
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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% |