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 | $3,817,080 | -1.5% | 68,199 | +1.4% | 4.36% | +2.1% |
| Q2 2023 | $3,873,666 | +7.1% | 67,286 | +2.1% | 4.28% | +2.2% |
| Q1 2023 | $3,618,383 | +11.2% | 65,885 | +8.2% | 4.18% | +4.8% |
| Q4 2022 | $3,253,472 | +9.8% | 60,881 | -1.9% | 3.99% | -0.2% |
| Q3 2022 | $2,963,000 | -3.0% | 62,044 | +3.4% | 4.00% | +1.3% |
| Q2 2022 | $3,054,000 | -13.1% | 60,008 | -0.2% | 3.95% | +0.4% |
| Q1 2022 | $3,516,000 | +0.2% | 60,106 | +0.4% | 3.93% | +2.0% |
| Q4 2021 | $3,509,000 | – | 59,879 | – | 3.85% | – |
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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% |