SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 253 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102 | +4.1% | 1,828 | +7.3% | 0.04% | -2.7% |
| Q2 2023 | $98 | +5.4% | 1,703 | +0.3% | 0.04% | +5.7% |
| Q1 2023 | $93 | +3.3% | 1,698 | +0.3% | 0.04% | -2.8% |
| Q4 2022 | $90 | -99.9% | 1,693 | +0.4% | 0.04% | -5.3% |
| Q3 2022 | $81,000 | +47.3% | 1,687 | +55.8% | 0.04% | +58.3% |
| Q2 2022 | $55,000 | +1733.3% | 1,083 | +2306.7% | 0.02% | +2300.0% |
| Q1 2022 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | +50.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $2,000 | +100.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $1,000 | -50.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | -50.0% |
| Q3 2019 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $2,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,000 | – | 45 | – | 0.00% | – |
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% |