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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $949,977 | +5.2% | 16,501 | +0.4% | 0.19% | +1.1% |
| Q1 2023 | $902,869 | +3.1% | 16,440 | +0.4% | 0.18% | -2.1% |
| Q4 2022 | $875,350 | +17.3% | 16,380 | +4.9% | 0.19% | +8.0% |
| Q3 2022 | $746,000 | -11.6% | 15,613 | -5.8% | 0.17% | +1.2% |
| Q2 2022 | $844,000 | -17.0% | 16,581 | -4.6% | 0.17% | +1.2% |
| Q1 2022 | $1,017,000 | +19.5% | 17,385 | +19.7% | 0.17% | +25.0% |
| Q4 2021 | $851,000 | – | 14,522 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 361,814 | $18,416,000 | 17.21% |
| Northwest Bancshares, Inc. | 1,314,059 | $66,886,000 | 15.12% |
| Glassman Wealth Services | 1,341,860 | $68,301,000 | 14.06% |
| Kelman-Lazarov, Inc. | 739,599 | $37,646,000 | 12.72% |
| Arlington Financial Advisors, LLC | 540,315 | $27,502,000 | 12.36% |
| Ashford Advisors, LLC | 675,389 | $34,377,000 | 12.04% |
| Northland Capital Management LLC | 232,770 | $11,848,000 | 10.89% |
| McAdam, LLC | 1,991,709 | $101,378,000 | 10.72% |
| Prairiewood Capital, LLC | 263,344 | $13,404,000 | 10.63% |
| Charles Schwab Investment Advisory, Inc. | 111,841,517 | $5,692,733,000 | 9.90% |