SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,511 | -2.8% | 27 | 0.0% | 0.00% | – |
| Q2 2023 | $1,554 | +4.8% | 27 | 0.0% | 0.00% | – |
| Q1 2023 | $1,483 | +2.8% | 27 | 0.0% | 0.00% | – |
| Q4 2022 | $1,443 | +44.3% | 27 | 0.0% | 0.00% | – |
| Q3 2022 | $1,000 | -75.0% | 27 | -68.6% | 0.00% | – |
| Q2 2022 | $4,000 | -97.5% | 86 | -96.8% | 0.00% | -100.0% |
| Q1 2022 | $158,000 | 0.0% | 2,701 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $158,000 | +7.5% | 2,701 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $147,000 | -1.3% | 2,701 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $149,000 | +4.2% | 2,701 | +1.0% | 0.01% | +50.0% |
| Q1 2021 | $143,000 | +3.6% | 2,674 | 0.0% | 0.00% | -33.3% |
| Q4 2020 | $138,000 | +36.6% | 2,674 | 0.0% | 0.01% | +20.0% |
| Q3 2020 | $101,000 | +6.3% | 2,674 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $95,000 | +15.9% | 2,674 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $82,000 | -28.1% | 2,674 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $114,000 | +8.6% | 2,674 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $105,000 | +1.0% | 2,674 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $104,000 | – | 2,674 | – | 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% |