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 | $4,445 | +35.3% | 79,410 | +39.1% | 0.31% | +39.5% |
| Q2 2023 | $3,286 | +15.3% | 57,080 | +10.0% | 0.22% | +9.9% |
| Q1 2023 | $2,850 | +4.6% | 51,885 | +1.8% | 0.20% | -0.5% |
| Q4 2022 | $2,724 | -99.9% | 50,970 | +20.3% | 0.20% | +27.5% |
| Q3 2022 | $2,023,000 | +1.7% | 42,355 | +8.3% | 0.16% | +5.3% |
| Q2 2022 | $1,990,000 | +57.7% | 39,095 | +81.3% | 0.15% | +74.7% |
| Q1 2022 | $1,262,000 | +30.9% | 21,565 | +31.1% | 0.09% | +35.9% |
| Q4 2021 | $964,000 | +115.2% | 16,445 | +97.9% | 0.06% | +93.9% |
| Q3 2021 | $448,000 | – | 8,310 | – | 0.03% | – |
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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% |