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 | $106,343 | -2.8% | 1,900 | 0.0% | 0.04% | -4.3% |
| Q2 2023 | $109,383 | +437432.0% | 1,900 | +322.2% | 0.05% | +318.2% |
| Q1 2023 | $25 | -99.9% | 450 | +5.4% | 0.01% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 427 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | +4.5% | 427 | 0.0% | 0.01% | +10.0% |
| Q1 2021 | $22,000 | +15.8% | 427 | 0.0% | 0.01% | +11.1% |
| Q4 2020 | $19,000 | +1800.0% | 427 | +1193.9% | 0.01% | +800.0% |
| Q3 2020 | $1,000 | -92.9% | 33 | -91.6% | 0.00% | -88.9% |
| Q2 2020 | $14,000 | -77.8% | 393 | -73.3% | 0.01% | -78.0% |
| Q4 2019 | $63,000 | – | 1,471 | – | 0.04% | – |
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% |