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 | $1,752 | -4.6% | 31,300 | -1.9% | 0.00% | 0.0% |
| Q2 2023 | $1,836 | +364.8% | 31,900 | +331.1% | 0.00% | +200.0% |
| Q4 2022 | $395 | -100.0% | 7,400 | -76.3% | 0.00% | -50.0% |
| Q3 2022 | $1,490,000 | +21.4% | 31,200 | +29.5% | 0.00% | +100.0% |
| Q2 2022 | $1,227,000 | +179.5% | 24,100 | +221.3% | 0.00% | 0.0% |
| Q1 2022 | $439,000 | -61.6% | 7,500 | -61.5% | 0.00% | 0.0% |
| Q4 2021 | $1,143,000 | -19.5% | 19,500 | -25.9% | 0.00% | -50.0% |
| Q3 2021 | $1,419,000 | +293.1% | 26,300 | +298.5% | 0.00% | – |
| Q2 2021 | $361,000 | +78.7% | 6,600 | +69.2% | 0.00% | – |
| Q1 2021 | $202,000 | -79.9% | 3,900 | -82.4% | 0.00% | -100.0% |
| Q4 2020 | $1,005,000 | – | 22,200 | – | 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% |