SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 299 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $639,159 | +36.7% | 11,638 | +33.0% | 0.01% | 0.0% |
| Q4 2022 | $467,600 | +12.1% | 8,750 | 0.0% | 0.01% | +20.0% |
| Q3 2022 | $417,000 | +5.8% | 8,750 | +12.9% | 0.01% | 0.0% |
| Q2 2022 | $394,000 | -3.7% | 7,750 | +10.7% | 0.01% | 0.0% |
| Q1 2022 | $409,000 | +39.6% | 7,000 | +40.0% | 0.01% | +66.7% |
| Q4 2021 | $293,000 | +8.9% | 5,000 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $269,000 | -1.8% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $274,000 | +6.2% | 5,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $258,000 | +11.7% | 5,000 | -2.0% | 0.00% | -20.0% |
| Q4 2020 | $231,000 | -3.3% | 5,101 | -33.3% | 0.01% | -50.0% |
| Q1 2020 | $239,000 | +12.2% | 7,643 | +52.9% | 0.01% | +25.0% |
| Q4 2019 | $213,000 | +6.0% | 5,000 | -2.8% | 0.01% | -27.3% |
| Q2 2019 | $201,000 | – | 5,144 | – | 0.01% | – |
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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% |