SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $833,411 | -12.5% | 15,175 | -14.8% | 0.00% | – |
| Q4 2022 | $952,140 | -65.0% | 17,817 | -66.6% | 0.00% | -100.0% |
| Q2 2022 | $2,718,000 | +233.1% | 53,398 | +283.0% | 0.00% | – |
| Q1 2022 | $816,000 | -70.7% | 13,941 | -70.6% | 0.00% | -100.0% |
| Q4 2021 | $2,782,000 | +904.3% | 47,470 | +838.1% | 0.00% | – |
| Q2 2021 | $277,000 | -86.5% | 5,060 | -87.3% | 0.00% | -100.0% |
| Q1 2021 | $2,056,000 | -41.2% | 39,788 | -64.4% | 0.00% | 0.0% |
| Q1 2020 | $3,499,000 | +31.5% | 111,686 | +64.2% | 0.00% | 0.0% |
| Q2 2019 | $2,660,000 | +592.7% | 68,022 | +450.4% | 0.00% | – |
| Q3 2016 | $384,000 | -83.7% | 12,359 | -84.1% | 0.00% | -100.0% |
| Q2 2016 | $2,351,000 | +5.5% | 77,560 | +2.6% | 0.00% | 0.0% |
| Q1 2016 | $2,228,000 | +3.0% | 75,564 | -0.0% | 0.00% | 0.0% |
| Q4 2015 | $2,164,000 | +4.7% | 75,574 | -0.3% | 0.00% | 0.0% |
| Q3 2015 | $2,066,000 | -8.1% | 75,774 | +0.3% | 0.00% | 0.0% |
| Q2 2015 | $2,248,000 | -0.8% | 75,564 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,267,000 | – | 75,564 | – | 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% |