SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,508,836 | +15.7% | 80,558 | +19.0% | 0.04% | +18.2% |
| Q2 2023 | $3,896,245 | +29.2% | 67,678 | +23.2% | 0.03% | +26.9% |
| Q1 2023 | $3,016,660 | +16.6% | 54,928 | +13.4% | 0.03% | +8.3% |
| Q4 2022 | $2,588,204 | +1045.2% | 48,432 | +988.8% | 0.02% | +500.0% |
| Q2 2022 | $226,000 | -96.4% | 4,448 | -95.9% | 0.00% | -95.6% |
| Q1 2022 | $6,284,000 | +183.4% | 107,419 | +183.9% | 0.09% | +181.2% |
| Q4 2021 | $2,217,000 | – | 37,833 | – | 0.03% | – |
Download | ||||||
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% |