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 2022 | $40,000 | -4.8% | 834 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $42,000 | -14.3% | 834 | 0.0% | 0.03% | -3.7% |
Q1 2022 | $49,000 | 0.0% | 834 | 0.0% | 0.03% | +8.0% |
Q4 2021 | $49,000 | -14.0% | 834 | -21.6% | 0.02% | -21.9% |
Q3 2021 | $57,000 | +159.1% | 1,064 | +165.3% | 0.03% | +146.2% |
Q2 2021 | $22,000 | +83.3% | 401 | +75.9% | 0.01% | +85.7% |
Q1 2021 | $12,000 | +20.0% | 228 | +0.4% | 0.01% | 0.0% |
Q4 2020 | $10,000 | -23.1% | 227 | -31.4% | 0.01% | -22.2% |
Q3 2020 | $13,000 | +8.3% | 331 | +0.3% | 0.01% | 0.0% |
Q2 2020 | $12,000 | -25.0% | 330 | -36.7% | 0.01% | -25.0% |
Q1 2020 | $16,000 | -46.7% | 521 | -26.2% | 0.01% | -36.8% |
Q4 2019 | $30,000 | – | 706 | – | 0.02% | – |
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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% |