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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,166,844 | -2.8% | 20,848 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,200,073 | -47.4% | 20,845 | -49.8% | 0.00% | -50.0% |
| Q1 2023 | $2,281,004 | +0.5% | 41,533 | -2.3% | 0.00% | 0.0% |
| Q4 2022 | $2,270,773 | +5.8% | 42,492 | -5.4% | 0.00% | 0.0% |
| Q3 2022 | $2,146,000 | +76.6% | 44,930 | +88.2% | 0.00% | +100.0% |
| Q2 2022 | $1,215,000 | +49.1% | 23,869 | +71.3% | 0.00% | +100.0% |
| Q1 2022 | $815,000 | +22.7% | 13,935 | +23.0% | 0.00% | 0.0% |
| Q4 2021 | $664,000 | -95.7% | 11,328 | -96.0% | 0.00% | -96.0% |
| Q3 2021 | $15,351,000 | -1.1% | 284,544 | +0.3% | 0.02% | 0.0% |
| Q2 2021 | $15,517,000 | +4.7% | 283,568 | -1.2% | 0.02% | -3.8% |
| Q1 2021 | $14,825,000 | +3165.4% | 286,915 | +2766.0% | 0.03% | +2500.0% |
| Q4 2020 | $454,000 | -1.1% | 10,011 | -15.6% | 0.00% | 0.0% |
| Q3 2020 | $459,000 | +7.0% | 11,855 | +1.9% | 0.00% | 0.0% |
| Q2 2020 | $429,000 | +12.6% | 11,632 | -4.3% | 0.00% | 0.0% |
| Q1 2020 | $381,000 | -25.1% | 12,150 | +1.8% | 0.00% | 0.0% |
| Q4 2019 | $509,000 | – | 11,938 | – | 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% |