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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $237 | +54.9% | 4,328 | +50.7% | 0.00% | 0.0% |
| Q4 2022 | $153 | -99.8% | 2,872 | +95.2% | 0.00% | – |
| Q3 2022 | $70,000 | -36.4% | 1,471 | -32.1% | 0.00% | -100.0% |
| Q2 2022 | $110,000 | -68.0% | 2,166 | -63.3% | 0.00% | -50.0% |
| Q1 2022 | $344,000 | +186.7% | 5,895 | +187.4% | 0.00% | +100.0% |
| Q4 2021 | $120,000 | +27.7% | 2,051 | +17.6% | 0.00% | – |
| Q3 2021 | $94,000 | +19.0% | 1,744 | +20.4% | 0.00% | – |
| Q2 2021 | $79,000 | +9.7% | 1,449 | +2.4% | 0.00% | – |
| Q1 2021 | $72,000 | +16.1% | 1,415 | +3.0% | 0.00% | – |
| Q4 2020 | $62,000 | +17.0% | 1,374 | 0.0% | 0.00% | – |
| Q3 2020 | $53,000 | +3.9% | 1,374 | 0.0% | 0.00% | -100.0% |
| Q2 2020 | $51,000 | -44.0% | 1,374 | -52.9% | 0.00% | 0.0% |
| Q1 2020 | $91,000 | +54.2% | 2,917 | +112.3% | 0.00% | 0.0% |
| Q4 2019 | $59,000 | +9.3% | 1,374 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $54,000 | 0.0% | 1,374 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $54,000 | – | 1,374 | – | 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% |