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 | $229,325 | -2.9% | 4,097 | -0.2% | 0.12% | -5.7% |
| Q2 2023 | $236,241 | -1.6% | 4,104 | -6.1% | 0.12% | -5.4% |
| Q1 2023 | $240,088 | +2.8% | 4,372 | +0.1% | 0.13% | -3.0% |
| Q4 2022 | $233,457 | +12.2% | 4,369 | +0.1% | 0.13% | +10.7% |
| Q3 2022 | $208,000 | -6.3% | 4,365 | +0.1% | 0.12% | -2.4% |
| Q2 2022 | $222,000 | -12.9% | 4,362 | +0.3% | 0.12% | +1.6% |
| Q1 2022 | $255,000 | +0.8% | 4,348 | +0.9% | 0.12% | +2.5% |
| Q4 2021 | $253,000 | +9.1% | 4,311 | +0.1% | 0.12% | -0.8% |
| Q3 2021 | $232,000 | -2.1% | 4,308 | -0.4% | 0.12% | -4.0% |
| Q2 2021 | $237,000 | +6.3% | 4,327 | -1.0% | 0.12% | -3.1% |
| Q1 2021 | $223,000 | – | 4,370 | – | 0.13% | – |
Download | ||||||
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% |