SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,897,327 | -2.0% | 33,899 | +0.8% | 0.95% | +8.9% |
Q2 2023 | $1,935,906 | +15.8% | 33,627 | +10.5% | 0.87% | +6.9% |
Q1 2023 | $1,671,325 | +31.2% | 30,432 | +27.7% | 0.82% | +5.6% |
Q4 2022 | $1,274,010 | +308.3% | 23,840 | +264.5% | 0.77% | +272.1% |
Q3 2022 | $312,000 | – | 6,541 | – | 0.21% | – |
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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% |