SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 406 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,692,463 | -8.2% | 48,105 | -5.6% | 0.89% | -9.7% |
| Q2 2023 | $2,933,404 | -12.8% | 50,954 | -16.8% | 0.98% | -20.6% |
| Q1 2023 | $3,363,191 | +347.7% | 61,238 | +335.6% | 1.24% | +365.0% |
| Q4 2022 | $751,260 | -1.4% | 14,058 | -11.9% | 0.27% | -6.3% |
| Q3 2022 | $762,000 | -85.7% | 15,962 | -91.0% | 0.28% | -93.4% |
| Q1 2015 | $5,314,000 | -7.3% | 177,130 | -7.0% | 4.29% | -11.3% |
| Q4 2014 | $5,733,000 | – | 190,380 | – | 4.83% | – |
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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% |