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 | $427,806 | -30.0% | 7,643 | -28.0% | 0.01% | -25.0% |
| Q2 2023 | $611,179 | +35.0% | 10,616 | +28.8% | 0.01% | +33.3% |
| Q1 2023 | $452,599 | +0.4% | 8,241 | -2.3% | 0.01% | 0.0% |
| Q4 2022 | $450,813 | +17.1% | 8,436 | +4.7% | 0.01% | 0.0% |
| Q3 2022 | $385,000 | -3.0% | 8,057 | +3.2% | 0.01% | 0.0% |
| Q2 2022 | $397,000 | -12.2% | 7,804 | +1.0% | 0.01% | 0.0% |
| Q1 2022 | $452,000 | +6.6% | 7,726 | +6.7% | 0.01% | +20.0% |
| Q4 2021 | $424,000 | +28.1% | 7,238 | +17.9% | 0.01% | +25.0% |
| Q3 2021 | $331,000 | +21.2% | 6,138 | +23.2% | 0.00% | 0.0% |
| Q2 2021 | $273,000 | +2.2% | 4,984 | -3.7% | 0.00% | 0.0% |
| Q1 2021 | $267,000 | -50.8% | 5,173 | -62.3% | 0.00% | -63.6% |
| Q3 2019 | $543,000 | +168.8% | 13,721 | +164.8% | 0.01% | +175.0% |
| Q2 2019 | $202,000 | -57.5% | 5,182 | -63.0% | 0.00% | -66.7% |
| Q4 2018 | $475,000 | +136.3% | 14,023 | +152.9% | 0.01% | +140.0% |
| Q1 2018 | $201,000 | – | 5,544 | – | 0.01% | – |
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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% |