SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 356 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,214,106 | -2.8% | 21,692 | +0.0% | 0.05% | 0.0% |
| Q2 2023 | $1,248,692 | -2.9% | 21,690 | -7.4% | 0.05% | -8.0% |
| Q1 2023 | $1,286,604 | +108108.9% | 23,427 | +5.3% | 0.05% | -25.4% |
| Q4 2022 | $1,189 | -99.4% | 22,252 | +408.3% | 0.07% | +415.4% |
| Q3 2022 | $209,000 | -84.8% | 4,378 | -83.8% | 0.01% | -77.2% |
| Q2 2022 | $1,376,000 | -68.6% | 27,025 | -64.0% | 0.06% | -51.3% |
| Q1 2022 | $4,387,000 | +86.3% | 74,983 | +90.3% | 0.12% | +125.0% |
| Q4 2021 | $2,355,000 | +27.8% | 39,395 | +15.3% | 0.05% | +6.1% |
| Q3 2021 | $1,843,000 | -6.0% | 34,166 | -4.7% | 0.05% | -7.5% |
| Q2 2021 | $1,961,000 | +18.1% | 35,840 | +11.5% | 0.05% | +20.5% |
| Q1 2021 | $1,660,000 | – | 32,132 | – | 0.04% | – |
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% |