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 | $657,703 | +157.8% | 11,751 | +153.0% | 0.00% | – |
| Q1 2023 | $255,103 | -91.0% | 4,645 | -92.1% | 0.00% | -100.0% |
| Q3 2022 | $2,820,000 | +31.3% | 59,049 | +40.0% | 0.00% | 0.0% |
| Q2 2022 | $2,147,000 | +6.6% | 42,177 | +22.5% | 0.00% | – |
| Q1 2022 | $2,015,000 | +86.1% | 34,441 | +86.5% | 0.00% | – |
| Q4 2021 | $1,083,000 | +2.6% | 18,471 | -5.7% | 0.00% | – |
| Q3 2021 | $1,056,000 | -65.2% | 19,579 | -76.2% | 0.00% | -100.0% |
| Q2 2020 | $3,036,000 | +182.9% | 82,403 | +227.7% | 0.00% | – |
| Q4 2019 | $1,073,000 | -46.7% | 25,146 | -50.6% | 0.00% | -100.0% |
| Q3 2019 | $2,012,000 | +1.1% | 50,865 | -3.0% | 0.00% | 0.0% |
| Q1 2019 | $1,991,000 | -12.6% | 52,459 | -21.7% | 0.00% | 0.0% |
| Q4 2018 | $2,278,000 | +116.7% | 67,029 | +138.2% | 0.00% | 0.0% |
| Q2 2018 | $1,051,000 | +271.4% | 28,141 | +261.2% | 0.00% | – |
| Q1 2018 | $283,000 | -74.4% | 7,792 | -73.6% | 0.00% | -100.0% |
| Q4 2017 | $1,104,000 | +110.7% | 29,472 | +83.5% | 0.00% | 0.0% |
| Q4 2016 | $524,000 | +105.5% | 16,063 | +95.8% | 0.00% | – |
| Q3 2016 | $255,000 | -59.5% | 8,205 | -64.4% | 0.00% | -100.0% |
| Q3 2015 | $629,000 | +2.4% | 23,048 | +11.4% | 0.00% | 0.0% |
| Q2 2015 | $614,000 | -50.2% | 20,690 | -49.5% | 0.00% | 0.0% |
| Q4 2014 | $1,233,000 | – | 40,932 | – | 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% |