SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $447,304 | -2.3% | 7,992 | +0.5% | 0.13% | +0.8% |
| Q2 2023 | $457,870 | +5.3% | 7,953 | +0.5% | 0.13% | +0.8% |
| Q1 2023 | $434,649 | +3.3% | 7,914 | +0.5% | 0.13% | -7.9% |
| Q4 2022 | $420,858 | +12.5% | 7,875 | +0.5% | 0.14% | +1.4% |
| Q3 2022 | $374,000 | -5.6% | 7,832 | +0.6% | 0.14% | 0.0% |
| Q2 2022 | $396,000 | -12.6% | 7,788 | +0.6% | 0.14% | +3.8% |
| Q1 2022 | $453,000 | +0.2% | 7,744 | +0.4% | 0.13% | +5.6% |
| Q4 2021 | $452,000 | +9.2% | 7,713 | +0.5% | 0.13% | +0.8% |
| Q3 2021 | $414,000 | -1.0% | 7,676 | +0.5% | 0.12% | -4.6% |
| Q2 2021 | $418,000 | +79.4% | 7,641 | +2.9% | 0.13% | +17.0% |
| Q1 2021 | $233,000 | -32.1% | 7,424 | -2.1% | 0.11% | -6.7% |
| Q4 2020 | $343,000 | +17.5% | 7,580 | +0.5% | 0.12% | +5.3% |
| Q3 2020 | $292,000 | +6.2% | 7,539 | +0.9% | 0.11% | 0.0% |
| Q2 2020 | $275,000 | +18.0% | 7,475 | +0.7% | 0.11% | +1.8% |
| Q1 2020 | $233,000 | – | 7,424 | – | 0.11% | – |
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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% |