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 | $418 | -43.8% | 7,465 | -45.4% | 0.03% | +57.9% |
| Q2 2023 | $744 | +90.3% | 13,660 | +91.8% | 0.02% | 0.0% |
| Q1 2023 | $391 | +9.5% | 7,122 | +6.7% | 0.02% | -5.0% |
| Q4 2022 | $357 | -99.9% | 6,675 | +0.5% | 0.02% | +5.3% |
| Q3 2022 | $317,000 | -5.4% | 6,641 | +0.8% | 0.02% | +5.6% |
| Q2 2022 | $335,000 | -12.5% | 6,590 | +0.5% | 0.02% | -10.0% |
| Q1 2022 | $383,000 | +0.3% | 6,555 | +0.7% | 0.02% | +5.3% |
| Q4 2021 | $382,000 | -36.3% | 6,510 | -41.5% | 0.02% | -45.7% |
| Q3 2021 | $600,000 | -0.2% | 11,119 | +1.2% | 0.04% | -5.4% |
| Q2 2021 | $601,000 | +13.8% | 10,987 | +7.6% | 0.04% | -7.5% |
| Q1 2021 | $528,000 | +155.1% | 10,210 | +123.3% | 0.04% | +135.3% |
| Q4 2020 | $207,000 | – | 4,573 | – | 0.02% | – |
Download | ||||||
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% |