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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $204,672 | +26.3% | 3,555 | +11.7% | 0.03% | +30.0% |
Q2 2022 | $162,000 | +326.3% | 3,184 | +218.7% | 0.02% | +185.7% |
Q1 2019 | $38,000 | +5.6% | 999 | -4.7% | 0.01% | 0.0% |
Q4 2018 | $36,000 | +9.1% | 1,048 | +27.8% | 0.01% | +16.7% |
Q3 2018 | $33,000 | +6.5% | 820 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $31,000 | -24.4% | 820 | -26.7% | 0.01% | -25.0% |
Q1 2018 | $41,000 | +215.4% | 1,118 | +221.3% | 0.01% | +300.0% |
Q4 2017 | $13,000 | – | 348 | – | 0.00% | – |
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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% |