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 | $2,448,072 | -9.2% | 43,739 | -6.6% | 0.51% | -8.8% |
| Q2 2023 | $2,696,233 | -1.4% | 46,834 | -5.9% | 0.56% | -7.5% |
| Q1 2023 | $2,734,302 | +19.1% | 49,787 | +15.9% | 0.60% | +13.1% |
| Q4 2022 | $2,296,156 | +13.3% | 42,967 | +1.2% | 0.53% | +4.9% |
| Q3 2022 | $2,027,000 | +13.1% | 42,445 | +20.6% | 0.51% | +16.5% |
| Q2 2022 | $1,792,000 | +348.0% | 35,206 | +415.5% | 0.44% | +324.3% |
| Q1 2022 | $400,000 | – | 6,830 | – | 0.10% | – |
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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% |