SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 213 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,752 | -4.6% | 31,300 | -1.9% | 0.00% | 0.0% |
| Q2 2023 | $1,836 | +364.8% | 31,900 | +331.1% | 0.00% | +200.0% |
| Q4 2022 | $395 | -100.0% | 7,400 | -76.3% | 0.00% | -50.0% |
| Q3 2022 | $1,490,000 | +21.4% | 31,200 | +29.5% | 0.00% | +100.0% |
| Q2 2022 | $1,227,000 | +179.5% | 24,100 | +221.3% | 0.00% | 0.0% |
| Q1 2022 | $439,000 | -61.6% | 7,500 | -61.5% | 0.00% | 0.0% |
| Q4 2021 | $1,143,000 | -19.5% | 19,500 | -25.9% | 0.00% | -50.0% |
| Q3 2021 | $1,419,000 | +293.1% | 26,300 | +298.5% | 0.00% | – |
| Q2 2021 | $361,000 | +78.7% | 6,600 | +69.2% | 0.00% | – |
| Q1 2021 | $202,000 | -79.9% | 3,900 | -82.4% | 0.00% | -100.0% |
| Q4 2020 | $1,005,000 | – | 22,200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Koesten, Hirschmann & Crabtree, INC. | 611,449 | $35,201,082 | 26.64% |
| Northwest Bancshares, Inc. | 2,058,979 | $118,535,421 | 21.43% |
| RESTON WEALTH MANAGEMENT LLC | 601,567 | $34,632,209 | 16.48% |
| Glassman Wealth Services | 1,431,996 | $82,440,037 | 13.29% |
| Prairiewood Capital, LLC | 304,663 | $17,539,478 | 11.76% |
| Planned Solutions, Inc. | 334,122 | $19,235,406 | 11.37% |
| Your Advocates Ltd., LLP | 374,229 | $21,544,336 | 11.04% |
| Charles Schwab Investment Advisory, Inc. | 122,628,440 | $7,059,719,311 | 10.94% |
| Ashford Advisors, LLC | 628,107 | $36,161 | 10.86% |
| Kelman-Lazarov, Inc. | 777,914 | $44,784,487 | 10.77% |