BESSEMER GROUP INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 356 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
BESSEMER GROUP INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$228
-2.6%
4,0680.0%0.00%
Q2 2023$234
+4.9%
4,0680.0%0.00%
-100.0%
Q1 2023$223
+2.8%
4,0680.0%0.00%0.0%
Q4 2022$217
-99.9%
4,0680.0%0.00%0.0%
Q3 2022$194,000
-6.3%
4,0680.0%0.00%0.0%
Q2 2022$207,000
-13.0%
4,0680.0%0.00%
Q1 2022$238,0000.0%4,0680.0%0.00%
Q4 2021$238,000
+107.0%
4,068
+10.6%
0.00%
Q1 2020$115,0003,6790.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2021
NameSharesValueWeighting ↓
Planned Solutions, Inc. 361,814$18,416,00017.21%
Northwest Bancshares, Inc. 1,314,059$66,886,00015.12%
Glassman Wealth Services 1,341,860$68,301,00014.06%
Kelman-Lazarov, Inc. 739,599$37,646,00012.72%
Arlington Financial Advisors, LLC 540,315$27,502,00012.36%
Ashford Advisors, LLC 675,389$34,377,00012.04%
Northland Capital Management LLC 232,770$11,848,00010.89%
McAdam, LLC 1,991,709$101,378,00010.72%
Prairiewood Capital, LLC 263,344$13,404,00010.63%
Charles Schwab Investment Advisory, Inc. 111,841,517$5,692,733,0009.90%
View complete list of SCHWAB STRATEGIC TR shareholders