J. L. Bainbridge & Co., Inc. - SCHWAB STRATEGIC TR ownership

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
J. L. Bainbridge & Co., Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2021$246,000
-5.4%
4,558
-4.2%
0.03%
-6.5%
Q2 2021$260,000
+5.7%
4,7580.0%0.03%
-3.1%
Q1 2021$246,000
+11.8%
4,758
-2.1%
0.03%
+3.2%
Q4 2020$220,000
-43.7%
4,858
-46.9%
0.03%
-42.6%
Q4 2019$391,0009,1500.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2020
NameSharesValueWeighting ↓
Kelman-Lazarov, Inc. 786,684$46,021,00015.31%
Planned Solutions, Inc. 351,376$20,556,00014.34%
Glassman Wealth Services 1,327,730$77,672,00014.16%
Northwest Bancshares, Inc. 1,253,979$73,358,00014.10%
Northland Capital Management LLC 213,616$12,497,00012.42%
Arlington Financial Advisors, LLC 528,512$30,918,00011.71%
McAdam, LLC 2,074,951$121,385,00011.48%
Prairiewood Capital, LLC 259,467$15,179,00010.62%
BMS Financial Advisors, LLC 262,420$15,352,0009.76%
Ashford Advisors, LLC 492,288$28,799,0009.46%
View complete list of SCHWAB STRATEGIC TR shareholders