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 | $6,558,117 | +1460.1% | 117,172 | +1504.7% | 3.14% | +1512.3% |
| Q2 2023 | $420,376 | +29.3% | 7,302 | +23.3% | 0.20% | +14.7% |
| Q1 2023 | $325,181 | +2.5% | 5,921 | -0.2% | 0.17% | -7.1% |
| Q4 2022 | $317,113 | +6.8% | 5,934 | -4.5% | 0.18% | -1.1% |
| Q3 2022 | $297,000 | -83.8% | 6,216 | -82.8% | 0.18% | -85.3% |
| Q2 2022 | $1,839,000 | -29.0% | 36,124 | -18.4% | 1.26% | -18.0% |
| Q1 2022 | $2,591,000 | -54.8% | 44,288 | -54.8% | 1.54% | -52.2% |
| Q4 2021 | $5,737,000 | – | 97,891 | – | 3.22% | – |
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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% |