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 | $111,204 | +22.7% | 1,987 | +26.2% | 0.00% | 0.0% |
| Q2 2023 | $90,642 | +8.9% | 1,574 | +3.9% | 0.00% | 0.0% |
| Q1 2023 | $83,206 | +5.3% | 1,515 | +2.5% | 0.00% | 0.0% |
| Q4 2022 | $78,984 | +163.3% | 1,478 | +136.1% | 0.00% | – |
| Q3 2022 | $30,000 | -6.2% | 626 | 0.0% | 0.00% | – |
| Q2 2022 | $32,000 | -13.5% | 626 | 0.0% | 0.00% | – |
| Q1 2022 | $37,000 | +2.8% | 626 | +3.1% | 0.00% | -100.0% |
| Q4 2021 | $36,000 | +500.0% | 607 | +405.8% | 0.00% | – |
| Q3 2021 | $6,000 | -14.3% | 120 | 0.0% | 0.00% | – |
| Q2 2021 | $7,000 | +250.0% | 120 | +275.0% | 0.00% | – |
| Q1 2021 | $2,000 | +100.0% | 32 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q4 2019 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | -97.1% | 32 | -96.3% | 0.00% | -100.0% |
| Q3 2018 | $35,000 | -22.2% | 876 | -34.3% | 0.00% | -50.0% |
| Q2 2017 | $45,000 | 0.0% | 1,333 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $45,000 | – | 1,333 | – | 0.00% | – |
Download | ||||||
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% |