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 2020 | $844,000 | +5.1% | 21,800 | 0.0% | 0.22% | +4.7% |
| Q2 2020 | $803,000 | +17.7% | 21,800 | 0.0% | 0.21% | -5.8% |
| Q1 2020 | $682,000 | -44.5% | 21,800 | -24.3% | 0.22% | -24.7% |
| Q4 2019 | $1,229,000 | +6.7% | 28,800 | -1.2% | 0.30% | -2.9% |
| Q3 2019 | $1,152,000 | -14.7% | 29,140 | -15.7% | 0.31% | -12.5% |
| Q2 2019 | $1,351,000 | +3.1% | 34,550 | 0.0% | 0.35% | -1.4% |
| Q1 2019 | $1,311,000 | +41.9% | 34,550 | +27.0% | 0.36% | -11.0% |
| Q4 2018 | $924,000 | – | 27,210 | – | 0.40% | – |
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% |