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 | $2,178,968 | +3.3% | 38,931 | +6.3% | 0.49% | +6.5% |
| Q2 2023 | $2,108,674 | +6.8% | 36,628 | +1.9% | 0.46% | +2.4% |
| Q1 2023 | $1,973,550 | +19.1% | 35,935 | +15.9% | 0.45% | +14.2% |
| Q4 2022 | $1,657,174 | +74.1% | 31,010 | +55.6% | 0.40% | +68.1% |
| Q3 2022 | $952,000 | +5.5% | 19,925 | +12.4% | 0.24% | +13.0% |
| Q2 2022 | $902,000 | -4.6% | 17,725 | +9.8% | 0.21% | +13.0% |
| Q1 2022 | $945,000 | – | 16,150 | – | 0.18% | – |
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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% |