SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 415 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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $21,013 | +1.0% | 365 | -3.7% | 0.01% | -18.2% |
Q1 2023 | $20,815 | +6.7% | 379 | +3.8% | 0.01% | 0.0% |
Q4 2022 | $19,506 | +14.7% | 365 | 0.0% | 0.01% | +10.0% |
Q3 2022 | $17,000 | -10.5% | 365 | 0.0% | 0.01% | -9.1% |
Q2 2022 | $19,000 | -9.5% | 365 | 0.0% | 0.01% | -8.3% |
Q1 2022 | $21,000 | 0.0% | 365 | 0.0% | 0.01% | -7.7% |
Q4 2021 | $21,000 | +5.0% | 365 | 0.0% | 0.01% | -7.1% |
Q2 2021 | $20,000 | +5.3% | 365 | 0.0% | 0.01% | -12.5% |
Q1 2021 | $19,000 | +11.8% | 365 | 0.0% | 0.02% | +14.3% |
Q4 2020 | $17,000 | – | 365 | – | 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% |