SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 386 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,220,218 | -6.9% | 39,668 | -4.2% | 0.68% | +1.2% |
Q2 2023 | $2,383,498 | -23.9% | 41,402 | -36.9% | 0.68% | -34.2% |
Q3 2022 | $3,132,000 | +36.6% | 65,584 | +45.5% | 1.03% | +44.0% |
Q2 2022 | $2,293,000 | -9.0% | 45,067 | +4.6% | 0.71% | +5.3% |
Q1 2022 | $2,520,000 | -6.2% | 43,088 | -6.0% | 0.68% | +49.3% |
Q4 2021 | $2,687,000 | +11.8% | 45,847 | +2.9% | 0.45% | -4.0% |
Q3 2021 | $2,404,000 | +69.2% | 44,563 | +71.5% | 0.47% | +59.8% |
Q2 2021 | $1,421,000 | +33.3% | 25,981 | +25.9% | 0.30% | +17.0% |
Q1 2021 | $1,066,000 | +36.5% | 20,644 | +19.7% | 0.25% | +25.9% |
Q4 2020 | $781,000 | -3.0% | 17,251 | -17.0% | 0.20% | -14.5% |
Q3 2020 | $805,000 | +8.6% | 20,792 | +3.3% | 0.24% | +32.0% |
Q2 2020 | $741,000 | +106.4% | 20,128 | +75.3% | 0.18% | +45.9% |
Q1 2020 | $359,000 | – | 11,480 | – | 0.12% | – |
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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% |