SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,763,623 | -83.5% | 31,511 | -83.0% | 0.01% | -78.6% |
| Q2 2023 | $10,668,359 | +22.0% | 185,319 | +16.4% | 0.04% | +100.0% |
| Q1 2023 | $8,744,753 | +27.8% | 159,268 | +24.4% | 0.02% | -52.3% |
| Q4 2022 | $6,843,471 | +1011.0% | 128,062 | +894.0% | 0.04% | +528.6% |
| Q3 2022 | $616,000 | +41.0% | 12,883 | +45.0% | 0.01% | +40.0% |
| Q2 2022 | $437,000 | +66.8% | 8,882 | +98.6% | 0.01% | +25.0% |
| Q1 2022 | $262,000 | – | 4,472 | – | 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% |