SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $169,943 | -77.0% | 3,036 | -76.4% | 0.00% | – |
| Q2 2023 | $740,280 | +402.1% | 12,859 | +377.0% | 0.00% | – |
| Q1 2023 | $147,450 | +129242.1% | 2,696 | +26.6% | 0.00% | – |
| Q4 2022 | $114 | -99.8% | 2,130 | +116.2% | 0.00% | – |
| Q3 2022 | $47,000 | -26.6% | 985 | -21.8% | 0.00% | – |
| Q2 2022 | $64,000 | +88.2% | 1,259 | +119.7% | 0.00% | – |
| Q1 2022 | $34,000 | -24.4% | 573 | -24.6% | 0.00% | – |
| Q4 2021 | $45,000 | +114.3% | 760 | +91.0% | 0.00% | – |
| Q3 2021 | $21,000 | -4.5% | 398 | 0.0% | 0.00% | – |
| Q2 2021 | $22,000 | -8.3% | 398 | -12.5% | 0.00% | – |
| Q1 2021 | $24,000 | +33.3% | 455 | +14.3% | 0.00% | – |
| Q4 2020 | $18,000 | +20.0% | 398 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | -61.5% | 398 | -62.1% | 0.00% | – |
| Q2 2020 | $39,000 | +5.4% | 1,050 | -10.3% | 0.00% | – |
| Q1 2020 | $37,000 | +42.3% | 1,170 | +95.7% | 0.00% | – |
| Q4 2019 | $26,000 | -18.8% | 598 | -25.1% | 0.00% | – |
| Q3 2019 | $32,000 | +3.2% | 798 | 0.0% | 0.00% | – |
| Q2 2019 | $31,000 | +40.9% | 798 | +34.8% | 0.00% | – |
| Q1 2019 | $22,000 | +10.0% | 592 | 0.0% | 0.00% | – |
| Q4 2018 | $20,000 | -87.2% | 592 | -85.0% | 0.00% | – |
| Q3 2018 | $156,000 | +97.5% | 3,953 | +76.6% | 0.00% | – |
| Q3 2017 | $79,000 | +618.2% | 2,238 | +530.4% | 0.00% | – |
| Q2 2016 | $11,000 | – | 355 | – | 0.00% | – |
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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% |