SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 386 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,721 | -2.3% | 3,836 | +0.5% | 0.18% | -0.6% |
| Q2 2023 | $219,781 | -0.5% | 3,818 | -5.1% | 0.18% | -3.7% |
| Q1 2023 | $220,888 | +2.8% | 4,022 | 0.0% | 0.19% | -5.5% |
| Q4 2022 | $214,936 | +5.4% | 4,022 | +0.2% | 0.20% | +2.6% |
| Q2 2022 | $204,000 | -13.2% | 4,015 | 0.0% | 0.19% | +4.9% |
| Q1 2022 | $235,000 | 0.0% | 4,015 | 0.0% | 0.18% | +6.3% |
| Q4 2021 | $235,000 | +8.3% | 4,015 | 0.0% | 0.17% | -2.2% |
| Q3 2021 | $217,000 | -1.4% | 4,015 | 0.0% | 0.18% | +4.7% |
| Q2 2021 | $220,000 | +6.3% | 4,015 | 0.0% | 0.17% | -1.2% |
| Q1 2021 | $207,000 | – | 4,015 | – | 0.17% | – |
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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% |