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 | $2,057,224 | -4.3% | 36,756 | -1.5% | 0.30% | -3.9% |
Q2 2023 | $2,148,688 | +3.2% | 37,323 | -1.5% | 0.31% | -6.6% |
Q1 2023 | $2,081,838 | +2.2% | 37,907 | -0.6% | 0.33% | -7.0% |
Q4 2022 | $2,037,913 | +58.0% | 38,135 | +41.2% | 0.36% | +31.7% |
Q3 2022 | $1,290,000 | -16.8% | 27,004 | -11.3% | 0.27% | -21.0% |
Q2 2022 | $1,550,000 | -25.1% | 30,451 | -13.9% | 0.34% | -16.9% |
Q1 2022 | $2,069,000 | -5.9% | 35,372 | -5.7% | 0.41% | -5.7% |
Q4 2021 | $2,199,000 | -11.0% | 37,514 | -18.1% | 0.44% | -16.3% |
Q3 2021 | $2,470,000 | +11.5% | 45,788 | +13.1% | 0.52% | +2.1% |
Q2 2021 | $2,216,000 | – | 40,493 | – | 0.51% | – |
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% |