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 | $1,477,371 | -6.2% | 26,396 | -3.5% | 0.24% | -5.6% |
| Q2 2023 | $1,575,083 | +7.4% | 27,359 | +2.5% | 0.25% | +0.8% |
| Q1 2023 | $1,466,008 | +0.5% | 26,694 | -2.2% | 0.25% | -5.3% |
| Q4 2022 | $1,459,072 | +25.9% | 27,303 | +12.5% | 0.26% | +28.9% |
| Q3 2022 | $1,159,000 | -14.8% | 24,275 | -9.2% | 0.20% | -17.4% |
| Q2 2022 | $1,360,000 | -40.2% | 26,723 | -35.1% | 0.25% | -42.8% |
| Q1 2022 | $2,274,000 | +6.6% | 41,192 | +13.2% | 0.43% | -10.0% |
| Q4 2021 | $2,134,000 | +49.3% | 36,403 | +37.5% | 0.48% | +25.3% |
| Q3 2021 | $1,429,000 | – | 26,479 | – | 0.38% | – |
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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% |