SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $290,000 | +7.4% | 6,080 | +14.6% | 0.02% | +14.3% |
| Q2 2022 | $270,000 | -13.7% | 5,304 | -0.9% | 0.02% | +5.0% |
| Q1 2022 | $313,000 | -28.5% | 5,354 | -28.3% | 0.02% | -16.7% |
| Q4 2021 | $438,000 | +110.6% | 7,469 | +96.4% | 0.02% | +84.6% |
| Q2 2021 | $208,000 | -5.5% | 3,803 | -21.6% | 0.01% | -13.3% |
| Q4 2020 | $220,000 | -41.3% | 4,852 | -44.8% | 0.02% | -62.5% |
| Q4 2019 | $375,000 | +33.5% | 8,792 | +17.3% | 0.04% | -4.8% |
| Q4 2017 | $281,000 | – | 7,496 | – | 0.04% | – |
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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% |