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 | $903,804 | +67.5% | 16,148 | +72.2% | 0.36% | +70.8% |
| Q2 2023 | $539,719 | +4.0% | 9,375 | -0.8% | 0.21% | -1.4% |
| Q1 2023 | $518,994 | +2.8% | 9,450 | 0.0% | 0.21% | -14.9% |
| Q4 2022 | $505,008 | -58.6% | 9,450 | -63.0% | 0.25% | -59.0% |
| Q3 2022 | $1,221,000 | +13.6% | 25,566 | +21.1% | 0.61% | +23.4% |
| Q2 2022 | $1,075,000 | -23.3% | 21,118 | -11.9% | 0.49% | -13.2% |
| Q1 2022 | $1,401,000 | -36.4% | 23,957 | -36.3% | 0.57% | -36.3% |
| Q4 2021 | $2,204,000 | +5.0% | 37,608 | -3.4% | 0.89% | -4.7% |
| Q3 2021 | $2,100,000 | -2.5% | 38,933 | -1.1% | 0.93% | -3.7% |
| Q2 2021 | $2,153,000 | -0.9% | 39,351 | -6.4% | 0.97% | -10.3% |
| Q1 2021 | $2,173,000 | +15.5% | 42,058 | +1.2% | 1.08% | +7.0% |
| Q4 2020 | $1,882,000 | +18.0% | 41,557 | +0.9% | 1.01% | +1.8% |
| Q3 2020 | $1,595,000 | +0.9% | 41,178 | -4.0% | 0.99% | -6.9% |
| Q2 2020 | $1,580,000 | +18.4% | 42,878 | +0.6% | 1.06% | +18.1% |
| Q1 2020 | $1,335,000 | +9.6% | 42,602 | +49.2% | 0.90% | +25.3% |
| Q4 2019 | $1,218,000 | +93.9% | 28,547 | +79.9% | 0.72% | +71.4% |
| Q3 2019 | $628,000 | +55.8% | 15,866 | +53.9% | 0.42% | +60.9% |
| Q2 2019 | $403,000 | +50.9% | 10,312 | +46.8% | 0.26% | +56.3% |
| Q1 2019 | $267,000 | +2570.0% | 7,024 | +2297.3% | 0.17% | +2285.7% |
| Q4 2018 | $10,000 | +400.0% | 293 | +452.8% | 0.01% | +600.0% |
| Q3 2018 | $2,000 | – | 53 | – | 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% |