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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $203,393 | -6.7% | 3,806 | +2.3% | 0.00% | 0.0% |
| Q1 2022 | $218,000 | -55.4% | 3,722 | -56.3% | 0.00% | -50.0% |
| Q4 2021 | $489,000 | +83.8% | 8,522 | +73.1% | 0.00% | +100.0% |
| Q3 2021 | $266,000 | -26.3% | 4,923 | -25.4% | 0.00% | -50.0% |
| Q2 2021 | $361,000 | +3.4% | 6,600 | -2.2% | 0.00% | 0.0% |
| Q1 2021 | $349,000 | +20.8% | 6,751 | +5.7% | 0.00% | 0.0% |
| Q4 2020 | $289,000 | – | 6,386 | – | 0.00% | – |
Download | ||||||
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% |