SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $930,378 | +0.5% | 16,623 | +3.4% | 0.02% | 0.0% |
| Q2 2023 | $925,708 | +97755.0% | 16,080 | -6.7% | 0.02% | -15.8% |
| Q1 2023 | $946 | +69.5% | 17,230 | +65.1% | 0.02% | +26.7% |
| Q4 2022 | $558 | -99.8% | 10,437 | +83.4% | 0.02% | +66.7% |
| Q3 2022 | $272,000 | -11.7% | 5,692 | -5.9% | 0.01% | -10.0% |
| Q2 2022 | $308,000 | -60.3% | 6,047 | -54.4% | 0.01% | -58.3% |
| Q1 2022 | $775,000 | +48.2% | 13,255 | +48.6% | 0.02% | +50.0% |
| Q4 2021 | $523,000 | +28.5% | 8,920 | +18.2% | 0.02% | +23.1% |
| Q3 2021 | $407,000 | +25.2% | 7,545 | +27.0% | 0.01% | +8.3% |
| Q2 2021 | $325,000 | – | 5,939 | – | 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% |