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 | $398,334 | -5.1% | 7,301 | +2.6% | 0.02% | -4.5% |
| Q2 2023 | $419,726 | +25.9% | 7,114 | +18.3% | 0.02% | +15.8% |
| Q1 2023 | $333,356 | -3.2% | 6,014 | 0.0% | 0.02% | -9.5% |
| Q4 2022 | $344,302 | +58.7% | 6,014 | +47.5% | 0.02% | +40.0% |
| Q3 2022 | $217,000 | -31.8% | 4,077 | -25.7% | 0.02% | -31.8% |
| Q3 2021 | $318,000 | -38.1% | 5,489 | -41.3% | 0.02% | +15.8% |
| Q2 2021 | $514,000 | +107.3% | 9,358 | +101.2% | 0.02% | -5.0% |
| Q1 2021 | $248,000 | +12.7% | 4,652 | 0.0% | 0.02% | -4.8% |
| Q4 2020 | $220,000 | +9.5% | 4,652 | +0.3% | 0.02% | -16.0% |
| Q4 2019 | $201,000 | +458.3% | 4,637 | +364.2% | 0.02% | +400.0% |
| Q3 2018 | $36,000 | -2.7% | 999 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $37,000 | +2.8% | 999 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $36,000 | -2.7% | 999 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $37,000 | +5.7% | 999 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $35,000 | – | 999 | – | 0.01% | – |
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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% |