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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $264,000 | +8.6% | 4,509 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $243,000 | +8.0% | 4,509 | -22.3% | 0.00% | 0.0% |
| Q3 2020 | $225,000 | +5.1% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $214,000 | -13.7% | 5,800 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $248,000 | +8.3% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $229,000 | +0.9% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $227,000 | +3.2% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $220,000 | -4.3% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $230,000 | +6.0% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $217,000 | +2.8% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $211,000 | -25.2% | 5,800 | -22.9% | 0.00% | 0.0% |
| Q4 2017 | $282,000 | +6.8% | 7,519 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $264,000 | +3.9% | 7,519 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $254,000 | 0.0% | 7,519 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $254,000 | +3.7% | 7,519 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $245,000 | +4.7% | 7,519 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $234,000 | – | 7,519 | – | 0.00% | – |
Download | ||||||
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% |