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 | $4,118,419 | +15.5% | 73,583 | +18.8% | 4.34% | +18.9% |
| Q2 2023 | $3,564,684 | +7.3% | 61,919 | +2.4% | 3.65% | -3.8% |
| Q1 2023 | $3,322,500 | -4.3% | 60,497 | -6.9% | 3.79% | -18.4% |
| Q4 2022 | $3,470,934 | +13.1% | 64,950 | +1.1% | 4.65% | +8.7% |
| Q3 2022 | $3,068,000 | -20.7% | 64,246 | -15.5% | 4.27% | -14.3% |
| Q2 2022 | $3,870,000 | -60.6% | 76,031 | -54.7% | 4.98% | +21.1% |
| Q1 2022 | $9,828,000 | +9.9% | 167,999 | +10.1% | 4.12% | +32.2% |
| Q4 2021 | $8,946,000 | +18.1% | 152,631 | +8.7% | 3.12% | +11.1% |
| Q3 2021 | $7,575,000 | +3.6% | 140,401 | +5.1% | 2.80% | +0.2% |
| Q2 2021 | $7,311,000 | +8.0% | 133,609 | +2.0% | 2.80% | -1.4% |
| Q1 2021 | $6,767,000 | +34.1% | 130,975 | +21.3% | 2.84% | +30.2% |
| Q4 2020 | $5,048,000 | +57.2% | 107,998 | +30.2% | 2.18% | +29.1% |
| Q3 2020 | $3,212,000 | +140.1% | 82,944 | +128.3% | 1.69% | +126.9% |
| Q2 2020 | $1,338,000 | – | 36,324 | – | 0.74% | – |
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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% |