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 | $35,927,312 | +3.7% | 641,903 | +6.7% | 18.14% | +10.1% |
| Q2 2023 | $34,632,209 | +7.3% | 601,567 | +2.4% | 16.48% | -2.3% |
| Q1 2023 | $32,262,499 | +5.8% | 587,445 | +2.9% | 16.87% | +0.1% |
| Q4 2022 | $30,496,912 | +349.6% | 570,676 | +301.8% | 16.85% | +317.2% |
| Q3 2022 | $6,783,000 | -3.3% | 142,024 | +3.1% | 4.04% | +3.4% |
| Q2 2022 | $7,012,000 | -11.7% | 137,764 | +1.5% | 3.90% | -4.1% |
| Q1 2022 | $7,938,000 | -0.6% | 135,698 | -0.4% | 4.07% | +5.1% |
| Q4 2021 | $7,983,000 | +14.9% | 136,203 | +5.7% | 3.87% | +7.0% |
| Q3 2021 | $6,950,000 | -0.7% | 128,825 | +0.7% | 3.62% | +3.3% |
| Q2 2021 | $7,002,000 | +7.2% | 127,956 | +1.2% | 3.50% | +2.4% |
| Q1 2021 | $6,531,000 | +12.9% | 126,403 | -1.0% | 3.42% | +4.1% |
| Q4 2020 | $5,783,000 | +19.3% | 127,690 | +2.0% | 3.28% | +5.4% |
| Q3 2020 | $4,849,000 | +2.2% | 125,202 | -2.8% | 3.12% | -4.4% |
| Q2 2020 | $4,745,000 | +13.1% | 128,793 | -3.8% | 3.26% | -3.2% |
| Q1 2020 | $4,196,000 | -25.7% | 133,915 | +1.2% | 3.37% | -25.3% |
| Q4 2019 | $5,646,000 | +10.0% | 132,284 | +1.9% | 4.51% | -1.7% |
| Q3 2019 | $5,134,000 | -3.4% | 129,812 | -4.4% | 4.59% | +9.9% |
| Q2 2019 | $5,312,000 | +2.5% | 135,817 | +2.2% | 4.17% | +0.6% |
| Q1 2019 | $5,182,000 | +9.5% | 132,894 | -4.6% | 4.15% | -7.9% |
| Q4 2018 | $4,733,000 | – | 139,286 | – | 4.51% | – |
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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% |