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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $630,749 | -2.7% | 11,269 | +0.1% | 0.32% | +2.6% |
| Q2 2023 | $648,270 | +4.9% | 11,261 | +0.1% | 0.31% | -3.1% |
| Q1 2023 | $617,944 | +3.1% | 11,252 | +0.3% | 0.32% | +6.3% |
| Q4 2022 | $599,651 | +465.7% | 11,221 | +407.5% | 0.30% | +401.7% |
| Q3 2022 | $106,000 | -5.4% | 2,211 | +0.5% | 0.06% | +3.4% |
| Q2 2022 | $112,000 | +1.8% | 2,201 | +17.3% | 0.06% | +7.4% |
| Q1 2022 | $110,000 | 0.0% | 1,877 | +0.4% | 0.05% | +1.9% |
| Q4 2021 | $110,000 | +10.0% | 1,870 | +0.4% | 0.05% | 0.0% |
| Q3 2021 | $100,000 | -1.0% | 1,862 | +0.4% | 0.05% | -5.4% |
| Q2 2021 | $101,000 | +6.3% | 1,854 | +0.4% | 0.06% | -5.1% |
| Q1 2021 | $95,000 | +14.5% | 1,847 | +0.4% | 0.06% | +7.3% |
| Q4 2020 | $83,000 | +16.9% | 1,840 | +0.5% | 0.06% | -5.2% |
| Q3 2020 | $71,000 | -49.6% | 1,831 | -52.0% | 0.06% | -49.1% |
| Q2 2020 | $141,000 | -2.1% | 3,817 | -17.2% | 0.11% | -23.0% |
| Q1 2020 | $144,000 | -26.5% | 4,609 | +0.4% | 0.15% | -6.3% |
| Q4 2019 | $196,000 | – | 4,591 | – | 0.16% | – |
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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% |