SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 382 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $111,204 | +22.7% | 1,987 | +26.2% | 0.00% | 0.0% |
| Q2 2023 | $90,642 | +8.9% | 1,574 | +3.9% | 0.00% | 0.0% |
| Q1 2023 | $83,206 | +5.3% | 1,515 | +2.5% | 0.00% | 0.0% |
| Q4 2022 | $78,984 | +163.3% | 1,478 | +136.1% | 0.00% | – |
| Q3 2022 | $30,000 | -6.2% | 626 | 0.0% | 0.00% | – |
| Q2 2022 | $32,000 | -13.5% | 626 | 0.0% | 0.00% | – |
| Q1 2022 | $37,000 | +2.8% | 626 | +3.1% | 0.00% | -100.0% |
| Q4 2021 | $36,000 | +500.0% | 607 | +405.8% | 0.00% | – |
| Q3 2021 | $6,000 | -14.3% | 120 | 0.0% | 0.00% | – |
| Q2 2021 | $7,000 | +250.0% | 120 | +275.0% | 0.00% | – |
| Q1 2021 | $2,000 | +100.0% | 32 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | -97.1% | 32 | -96.3% | 0.00% | -100.0% |
| Q3 2018 | $35,000 | -22.2% | 876 | -34.3% | 0.00% | -50.0% |
| Q2 2017 | $45,000 | 0.0% | 1,333 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $45,000 | – | 1,333 | – | 0.00% | – |
Download | ||||||
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% |