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 | $364,477 | -8.7% | 6,512 | -6.1% | 0.02% | -4.3% |
| Q2 2023 | $399,191 | +4.8% | 6,934 | 0.0% | 0.02% | +4.5% |
| Q1 2023 | $380,816 | -24.5% | 6,934 | -26.5% | 0.02% | -24.1% |
| Q4 2022 | $504,153 | +45.7% | 9,434 | +38.9% | 0.03% | +38.1% |
| Q2 2022 | $346,000 | -12.8% | 6,794 | 0.0% | 0.02% | -8.7% |
| Q1 2022 | $397,000 | -0.3% | 6,794 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $398,000 | – | 6,794 | – | 0.02% | – |
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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% |