SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 388 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,984,233 | +23.3% | 42,809 | +13.1% | 0.13% | +7.6% |
| Q1 2024 | $2,419,808 | +93.3% | 37,851 | +69.2% | 0.12% | +66.2% |
| Q3 2023 | $1,252,159 | -3.3% | 22,372 | -0.5% | 0.07% | -1.4% |
| Q2 2023 | $1,294,755 | +25.0% | 22,490 | +19.3% | 0.07% | +12.5% |
| Q1 2023 | $1,035,552 | +13.6% | 18,856 | +10.5% | 0.06% | -13.5% |
| Q4 2022 | $911,810 | +12.7% | 17,062 | +0.7% | 0.07% | +5.7% |
| Q3 2022 | $809,391 | -3.8% | 16,947 | +2.6% | 0.07% | +1.4% |
| Q2 2022 | $841,091 | -23.5% | 16,524 | -12.0% | 0.07% | -10.4% |
| Q1 2022 | $1,098,832 | +150.6% | 18,783 | +151.1% | 0.08% | +20.3% |
| Q4 2021 | $438,527 | -40.9% | 7,481 | -54.3% | 0.06% | -3.0% |
| Q4 2020 | $741,916 | +27.0% | 16,381 | +8.6% | 0.07% | +20.0% |
| Q3 2020 | $584,352 | -10.6% | 15,088 | -14.9% | 0.06% | -24.7% |
| Q2 2020 | $653,471 | +5.9% | 17,738 | -10.0% | 0.07% | -12.0% |
| Q1 2020 | $617,192 | -42.2% | 19,700 | -21.2% | 0.08% | -36.6% |
| Q4 2019 | $1,067,145 | +7.6% | 25,003 | -0.3% | 0.13% | -4.4% |
| Q3 2019 | $991,711 | -8.6% | 25,075 | -9.1% | 0.14% | -14.9% |
| Q2 2019 | $1,085,381 | -1.3% | 27,599 | -4.8% | 0.16% | -8.5% |
| Q1 2019 | $1,099,930 | – | 28,984 | – | 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% |