SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $120,503 | +11.8% | 2,153 | +34.0% | 0.00% | – |
| Q2 2023 | $107,814 | -39.3% | 1,607 | -51.7% | 0.00% | -100.0% |
| Q4 2022 | $177,688 | +91.1% | 3,325 | +71.0% | 0.00% | 0.0% |
| Q3 2022 | $93,000 | -46.6% | 1,945 | -43.0% | 0.00% | 0.0% |
| Q2 2022 | $174,000 | -54.5% | 3,414 | -47.7% | 0.00% | -66.7% |
| Q1 2022 | $382,000 | +430.6% | 6,533 | +428.6% | 0.00% | +200.0% |
| Q4 2021 | $72,000 | -18.2% | 1,236 | -24.6% | 0.00% | 0.0% |
| Q3 2021 | $88,000 | -50.8% | 1,639 | -49.9% | 0.00% | -50.0% |
| Q2 2021 | $179,000 | +3480.0% | 3,272 | +3172.0% | 0.00% | – |
| Q1 2021 | $5,000 | – | 100 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 361,814 | $18,416,000 | 17.21% |
| Northwest Bancshares, Inc. | 1,314,059 | $66,886,000 | 15.12% |
| Glassman Wealth Services | 1,341,860 | $68,301,000 | 14.06% |
| Kelman-Lazarov, Inc. | 739,599 | $37,646,000 | 12.72% |
| Arlington Financial Advisors, LLC | 540,315 | $27,502,000 | 12.36% |
| Ashford Advisors, LLC | 675,389 | $34,377,000 | 12.04% |
| Northland Capital Management LLC | 232,770 | $11,848,000 | 10.89% |
| McAdam, LLC | 1,991,709 | $101,378,000 | 10.72% |
| Prairiewood Capital, LLC | 263,344 | $13,404,000 | 10.63% |
| Charles Schwab Investment Advisory, Inc. | 111,841,517 | $5,692,733,000 | 9.90% |