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 | $370,465 | -7.4% | 6,619 | -4.8% | 0.00% | – |
| Q2 2023 | $400,284 | +7.3% | 6,953 | +2.4% | 0.00% | – |
| Q1 2023 | $373,017 | -9.8% | 6,792 | -12.2% | 0.00% | – |
| Q4 2022 | $413,626 | +39.7% | 7,740 | +33.1% | 0.00% | – |
| Q2 2022 | $296,000 | -27.8% | 5,816 | -17.0% | 0.00% | – |
| Q1 2022 | $410,000 | +22.4% | 7,011 | +22.5% | 0.00% | – |
| Q4 2021 | $335,000 | +4.0% | 5,721 | -4.3% | 0.00% | – |
| Q3 2021 | $322,000 | +31.4% | 5,976 | +33.5% | 0.00% | – |
| Q2 2021 | $245,000 | +6.1% | 4,476 | 0.0% | 0.00% | – |
| Q1 2021 | $231,000 | -63.1% | 4,476 | -73.7% | 0.00% | – |
| Q2 2020 | $626,000 | – | 16,988 | – | 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% |