SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 386 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $259,000 | +22.2% | 4,424 | -23.1% | 0.01% | -9.1% |
| Q2 2020 | $212,000 | -50.6% | 5,754 | -58.0% | 0.01% | -57.7% |
| Q1 2020 | $429,000 | -27.5% | 13,696 | -1.2% | 0.03% | -13.3% |
| Q4 2019 | $592,000 | +29500.0% | 13,862 | +25570.4% | 0.03% | – |
| Q2 2019 | $2,000 | -95.5% | 54 | -95.4% | 0.00% | -100.0% |
| Q1 2019 | $44,000 | -41.3% | 1,168 | -47.4% | 0.00% | -60.0% |
| Q4 2018 | $75,000 | -52.8% | 2,219 | -44.8% | 0.01% | -44.4% |
| Q3 2018 | $159,000 | +14.4% | 4,018 | +7.8% | 0.01% | +12.5% |
| Q2 2018 | $139,000 | +631.6% | 3,727 | +1019.2% | 0.01% | +700.0% |
| Q1 2018 | $19,000 | – | 333 | – | 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% |