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 | $236,418 | -2.8% | 4,224 | 0.0% | 0.02% | -20.0% |
| Q2 2023 | $243,176 | +16.2% | 4,224 | +7.9% | 0.03% | +3.4% |
| Q4 2022 | $209,271 | -21.9% | 3,916 | -30.2% | 0.03% | -32.6% |
| Q3 2022 | $268,000 | -6.0% | 5,607 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $285,000 | +22.3% | 5,607 | +41.2% | 0.04% | +5.0% |
| Q4 2021 | $233,000 | -1.3% | 3,972 | -9.3% | 0.04% | -9.1% |
| Q3 2021 | $236,000 | -1.7% | 4,380 | +1725.0% | 0.04% | -2.2% |
| Q2 2021 | $240,000 | +8.6% | 240 | -94.4% | 0.04% | +4.7% |
| Q1 2021 | $221,000 | +26.3% | 4,273 | +10.6% | 0.04% | +34.4% |
| Q4 2020 | $175,000 | +16.7% | 3,865 | 0.0% | 0.03% | +3.2% |
| Q3 2020 | $150,000 | +5.6% | 3,865 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $142,000 | +17.4% | 3,865 | 0.0% | 0.03% | +3.3% |
| Q1 2020 | $121,000 | -58.7% | 3,865 | -43.7% | 0.03% | -53.8% |
| Q4 2019 | $293,000 | – | 6,871 | – | 0.06% | – |
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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% |