SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $334,962 | +88.8% | 5,985 | +94.2% | 0.00% | 0.0% |
| Q2 2023 | $177,437 | -41.0% | 3,082 | -43.7% | 0.00% | 0.0% |
| Q1 2023 | $300,661 | -2.6% | 5,475 | -5.2% | 0.00% | 0.0% |
| Q4 2022 | $308,560 | +14.3% | 5,774 | +2.2% | 0.00% | 0.0% |
| Q3 2022 | $270,000 | -10.3% | 5,647 | -4.5% | 0.00% | 0.0% |
| Q2 2022 | $301,000 | -25.5% | 5,916 | -14.3% | 0.00% | 0.0% |
| Q1 2022 | $404,000 | +30.7% | 6,907 | +30.9% | 0.00% | 0.0% |
| Q4 2021 | $309,000 | +2990.0% | 5,276 | +2619.6% | 0.00% | – |
| Q3 2021 | $10,000 | -78.7% | 194 | -77.6% | 0.00% | – |
| Q2 2021 | $47,000 | +42.4% | 867 | +33.8% | 0.00% | – |
| Q1 2021 | $33,000 | -42.1% | 648 | -48.2% | 0.00% | – |
| Q4 2020 | $57,000 | -24.0% | 1,251 | -35.2% | 0.00% | – |
| Q3 2020 | $75,000 | +36.4% | 1,930 | +30.2% | 0.00% | – |
| Q2 2020 | $55,000 | +19.6% | 1,482 | 0.0% | 0.00% | – |
| Q1 2020 | $46,000 | +4.5% | 1,482 | +43.1% | 0.00% | – |
| Q4 2019 | $44,000 | +2.3% | 1,036 | -4.1% | 0.00% | – |
| Q3 2019 | $43,000 | +13.2% | 1,080 | +10.3% | 0.00% | – |
| Q2 2019 | $38,000 | -90.2% | 979 | -90.5% | 0.00% | -100.0% |
| Q1 2019 | $389,000 | +9.3% | 10,253 | -2.1% | 0.00% | -33.3% |
| Q4 2018 | $356,000 | +2273.3% | 10,469 | +2584.4% | 0.00% | – |
| Q3 2018 | $15,000 | -16.7% | 390 | -17.4% | 0.00% | – |
| Q2 2018 | $18,000 | +28.6% | 472 | +18.9% | 0.00% | – |
| Q1 2018 | $14,000 | – | 397 | – | 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% |