SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $297,870 | -0.6% | 4,447 | 0.0% | 0.07% | +2.8% |
| Q1 2024 | $299,693 | +9.0% | 4,447 | +0.2% | 0.07% | 0.0% |
| Q4 2023 | $274,892 | +11.0% | 4,438 | +0.2% | 0.07% | -2.7% |
| Q3 2023 | $247,758 | -2.6% | 4,427 | +0.2% | 0.07% | +1.4% |
| Q2 2023 | $254,252 | +5.1% | 4,416 | +0.2% | 0.07% | -1.4% |
| Q1 2023 | $241,979 | +3.0% | 4,406 | +0.2% | 0.07% | -1.4% |
| Q4 2022 | $234,907 | +12.4% | 4,396 | +0.3% | 0.07% | -1.3% |
| Q3 2022 | $209,000 | -6.3% | 4,384 | +0.3% | 0.08% | -2.6% |
| Q2 2022 | $223,000 | -12.5% | 4,373 | +0.3% | 0.08% | -3.8% |
| Q1 2022 | $255,000 | 0.0% | 4,361 | +0.2% | 0.08% | +2.6% |
| Q4 2021 | $255,000 | +4.5% | 4,353 | -3.6% | 0.08% | -7.1% |
| Q3 2021 | $244,000 | -37.8% | 4,515 | -40.5% | 0.08% | -45.1% |
| Q1 2021 | $392,000 | +14.3% | 7,590 | +0.1% | 0.15% | +0.7% |
| Q4 2020 | $343,000 | +17.1% | 7,582 | +0.1% | 0.15% | -2.6% |
| Q3 2020 | $293,000 | -0.7% | 7,572 | +0.2% | 0.16% | -11.4% |
| Q2 2020 | $295,000 | +17.5% | 7,555 | -5.6% | 0.18% | -8.8% |
| Q1 2020 | $251,000 | – | 8,004 | – | 0.19% | – |
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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% |