SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,230,267 | +44.5% | 39,848 | +48.6% | 1.70% | +45.2% |
Q2 2023 | $1,543,716 | +21.5% | 26,815 | +15.9% | 1.17% | +13.3% |
Q1 2023 | $1,270,354 | +22.0% | 23,131 | +18.8% | 1.03% | +13.7% |
Q4 2022 | $1,040,901 | +10.5% | 19,478 | -1.2% | 0.91% | +2.1% |
Q3 2022 | $942,000 | +241.3% | 19,723 | +263.6% | 0.89% | +249.6% |
Q2 2022 | $276,000 | -14.8% | 5,424 | -2.0% | 0.25% | -0.8% |
Q1 2022 | $324,000 | -41.3% | 5,535 | -41.2% | 0.26% | -42.7% |
Q4 2021 | $552,000 | – | 9,419 | – | 0.45% | – |
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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% |