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 | $1,101,739 | -4.5% | 19,844 | -1.0% | 0.13% | 0.0% |
Q2 2023 | $1,153,475 | +2.0% | 20,043 | -2.9% | 0.13% | -6.6% |
Q1 2023 | $1,131,359 | +0.3% | 20,649 | +0.4% | 0.14% | -4.9% |
Q4 2022 | $1,127,510 | +5.4% | 20,575 | -3.5% | 0.14% | -7.7% |
Q3 2022 | $1,070,000 | -1.9% | 21,325 | -0.1% | 0.16% | -3.7% |
Q2 2022 | $1,091,000 | -13.2% | 21,344 | -1.5% | 0.16% | -5.8% |
Q1 2022 | $1,257,000 | -7.0% | 21,662 | -4.0% | 0.17% | -6.5% |
Q4 2021 | $1,351,000 | +53.3% | 22,557 | +38.1% | 0.18% | +30.5% |
Q3 2021 | $881,000 | -3.8% | 16,332 | -2.4% | 0.14% | -7.8% |
Q2 2021 | $916,000 | -1.6% | 16,732 | -5.5% | 0.15% | -11.6% |
Q1 2021 | $931,000 | +8.5% | 17,713 | -6.5% | 0.17% | -11.7% |
Q4 2020 | $858,000 | +16.1% | 18,953 | -0.6% | 0.20% | -2.0% |
Q3 2020 | $739,000 | +5.0% | 19,076 | -0.2% | 0.20% | -14.5% |
Q2 2020 | $704,000 | +13.2% | 19,115 | +0.9% | 0.23% | -14.3% |
Q1 2020 | $622,000 | -21.2% | 18,937 | +2.5% | 0.27% | -20.2% |
Q4 2019 | $789,000 | +13.9% | 18,481 | +3.4% | 0.34% | -11.2% |
Q3 2019 | $693,000 | -0.9% | 17,874 | +0.7% | 0.38% | -25.0% |
Q2 2019 | $699,000 | +5.9% | 17,753 | +2.1% | 0.51% | -0.2% |
Q1 2019 | $660,000 | +17.6% | 17,394 | +5.3% | 0.51% | -2.8% |
Q4 2018 | $561,000 | – | 16,515 | – | 0.53% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Planned Solutions, Inc. | 361,814 | $18,416,000 | 17.21% |
Northwest Bancshares, Inc. | 1,314,059 | $66,886,000 | 15.12% |
Glassman Wealth Services | 1,341,860 | $68,301,000 | 14.06% |
Kelman-Lazarov, Inc. | 739,599 | $37,646,000 | 12.72% |
Arlington Financial Advisors, LLC | 540,315 | $27,502,000 | 12.36% |
Ashford Advisors, LLC | 675,389 | $34,377,000 | 12.04% |
Northland Capital Management LLC | 232,770 | $11,848,000 | 10.89% |
McAdam, LLC | 1,991,709 | $101,378,000 | 10.72% |
Prairiewood Capital, LLC | 263,344 | $13,404,000 | 10.63% |
Charles Schwab Investment Advisory, Inc. | 111,841,517 | $5,692,733,000 | 9.90% |