SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 356 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,359,893 | -23.1% | 131,497 | -20.9% | 4.98% | -29.5% |
| Q2 2023 | $9,575,176 | -7.4% | 166,322 | -11.7% | 7.07% | -8.8% |
| Q1 2023 | $10,344,788 | -17.4% | 188,361 | -19.7% | 7.75% | -21.8% |
| Q4 2022 | $12,530,138 | +11.8% | 234,471 | -0.1% | 9.91% | -5.7% |
| Q3 2022 | $11,211,000 | -5.4% | 234,744 | +0.8% | 10.51% | -3.5% |
| Q2 2022 | $11,848,000 | -5.2% | 232,770 | +9.0% | 10.89% | -12.3% |
| Q1 2022 | $12,497,000 | -5.1% | 213,616 | -4.9% | 12.42% | +10.6% |
| Q4 2021 | $13,168,000 | – | 224,674 | – | 11.23% | – |
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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% |