SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 356 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $966,321 | -2.6% | 17,265 | +0.2% | 0.84% | +1.0% |
| Q2 2023 | $991,773 | +5.1% | 17,227 | +0.2% | 0.83% | -12.0% |
| Q1 2023 | $944,059 | +3.0% | 17,190 | +0.2% | 0.94% | +6.4% |
| Q4 2022 | $916,641 | +12.2% | 17,153 | +0.2% | 0.88% | +8.6% |
| Q3 2022 | $817,000 | -12.9% | 17,112 | -7.2% | 0.81% | -14.8% |
| Q2 2022 | $938,000 | +93.0% | 18,431 | +121.7% | 0.96% | +103.6% |
| Q1 2022 | $486,000 | +11.2% | 8,315 | +11.4% | 0.47% | +12.7% |
| Q4 2021 | $437,000 | – | 7,463 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 361,814 | $18,416,000 | 17.21% |
| Northwest Bancshares, Inc. | 1,314,059 | $66,886,000 | 15.12% |
| Glassman Wealth Services | 1,341,860 | $68,301,000 | 14.06% |
| Kelman-Lazarov, Inc. | 739,599 | $37,646,000 | 12.72% |
| Arlington Financial Advisors, LLC | 540,315 | $27,502,000 | 12.36% |
| Ashford Advisors, LLC | 675,389 | $34,377,000 | 12.04% |
| Northland Capital Management LLC | 232,770 | $11,848,000 | 10.89% |
| McAdam, LLC | 1,991,709 | $101,378,000 | 10.72% |
| Prairiewood Capital, LLC | 263,344 | $13,404,000 | 10.63% |
| Charles Schwab Investment Advisory, Inc. | 111,841,517 | $5,692,733,000 | 9.90% |