SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,039,740 | -50.0% | 18,577 | -48.6% | 0.00% | 0.0% |
| Q2 2023 | $2,079,428 | -54.2% | 36,120 | -52.5% | 0.00% | -60.0% |
| Q1 2023 | $4,539,486 | +743.6% | 76,088 | +140.7% | 0.01% | +150.0% |
| Q4 2022 | $538,117 | -49.3% | 31,605 | +42.1% | 0.00% | -33.3% |
| Q3 2022 | $1,062,000 | -6.6% | 22,234 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $1,137,000 | -38.5% | 22,341 | -29.3% | 0.00% | -25.0% |
| Q1 2022 | $1,850,000 | -6.8% | 31,622 | -6.7% | 0.00% | 0.0% |
| Q4 2021 | $1,986,000 | +84.4% | 33,881 | +69.8% | 0.00% | +33.3% |
| Q3 2021 | $1,077,000 | +1.4% | 19,957 | +2.9% | 0.00% | +50.0% |
| Q2 2021 | $1,062,000 | +6.2% | 19,402 | +0.2% | 0.00% | -33.3% |
| Q1 2021 | $1,000,000 | +321.9% | 19,361 | +205.1% | 0.00% | +200.0% |
| Q2 2018 | $237,000 | – | 6,345 | – | 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% |