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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $237 | +54.9% | 4,328 | +50.7% | 0.00% | 0.0% |
| Q4 2022 | $153 | -99.8% | 2,872 | +95.2% | 0.00% | – |
| Q3 2022 | $70,000 | -36.4% | 1,471 | -32.1% | 0.00% | -100.0% |
| Q2 2022 | $110,000 | -68.0% | 2,166 | -63.3% | 0.00% | -50.0% |
| Q1 2022 | $344,000 | +186.7% | 5,895 | +187.4% | 0.00% | +100.0% |
| Q4 2021 | $120,000 | +27.7% | 2,051 | +17.6% | 0.00% | – |
| Q3 2021 | $94,000 | +19.0% | 1,744 | +20.4% | 0.00% | – |
| Q2 2021 | $79,000 | +9.7% | 1,449 | +2.4% | 0.00% | – |
| Q1 2021 | $72,000 | +16.1% | 1,415 | +3.0% | 0.00% | – |
| Q4 2020 | $62,000 | +17.0% | 1,374 | 0.0% | 0.00% | – |
| Q3 2020 | $53,000 | +3.9% | 1,374 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $51,000 | -44.0% | 1,374 | -52.9% | 0.00% | 0.0% |
| Q1 2020 | $91,000 | +54.2% | 2,917 | +112.3% | 0.00% | 0.0% |
| Q4 2019 | $59,000 | +9.3% | 1,374 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $54,000 | 0.0% | 1,374 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $54,000 | – | 1,374 | – | 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% |