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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $190,000 | +6.1% | 3,465 | 0.0% | 0.10% | +30.3% |
| Q1 2021 | $179,000 | +14.0% | 3,465 | 0.0% | 0.08% | +2.7% |
| Q4 2020 | $157,000 | +17.2% | 3,465 | 0.0% | 0.07% | +7.2% |
| Q3 2020 | $134,000 | +4.7% | 3,465 | 0.0% | 0.07% | +1.5% |
| Q2 2020 | $128,000 | +16.4% | 3,465 | -1.4% | 0.07% | -2.9% |
| Q1 2020 | $110,000 | +50.7% | 3,515 | +105.4% | 0.07% | +112.1% |
| Q4 2019 | $73,000 | +7.4% | 1,711 | 0.0% | 0.03% | +6.5% |
| Q3 2019 | $68,000 | +1.5% | 1,711 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $67,000 | +3.1% | 1,711 | 0.0% | 0.03% | +10.7% |
| Q1 2019 | $65,000 | +12.1% | 1,711 | 0.0% | 0.03% | +3.7% |
| Q4 2018 | $58,000 | -14.7% | 1,711 | 0.0% | 0.03% | +8.0% |
| Q3 2018 | $68,000 | +6.2% | 1,711 | 0.0% | 0.02% | -7.4% |
| Q2 2018 | $64,000 | +12.3% | 1,711 | +8.2% | 0.03% | +68.8% |
| Q1 2018 | $57,000 | -3.4% | 1,581 | 0.0% | 0.02% | -5.9% |
| Q4 2017 | $59,000 | – | 1,581 | – | 0.02% | – |
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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% |