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 | $4,664,000 | -3.5% | 97,665 | +2.9% | 0.20% | -2.0% |
| Q2 2022 | $4,831,000 | +854.7% | 94,906 | +700.4% | 0.20% | +466.7% |
| Q4 2019 | $506,000 | -37.4% | 11,857 | -42.8% | 0.04% | -41.0% |
| Q3 2019 | $808,000 | +21.3% | 20,737 | +22.1% | 0.06% | +22.0% |
| Q2 2019 | $666,000 | – | 16,977 | – | 0.05% | – |
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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% |