SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 190 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,429 | +13.9% | 25,524 | +11.7% | 0.60% | +4.9% |
| Q1 2023 | $1,255 | +7.5% | 22,845 | +4.7% | 0.57% | +16.0% |
| Q4 2022 | $1,167 | -99.9% | 21,828 | +4.6% | 0.49% | +4.3% |
| Q3 2022 | $997,000 | +16.5% | 20,868 | +24.0% | 0.47% | +23.4% |
| Q2 2022 | $856,000 | -11.9% | 16,826 | +1.2% | 0.38% | -5.7% |
| Q1 2022 | $972,000 | -1.5% | 16,620 | -1.3% | 0.40% | +13.8% |
| Q4 2021 | $987,000 | +13.7% | 16,839 | +4.7% | 0.35% | -3.8% |
| Q3 2021 | $868,000 | +4.1% | 16,090 | +5.5% | 0.37% | -16.9% |
| Q2 2021 | $834,000 | +8.3% | 15,249 | +2.3% | 0.44% | +21.4% |
| Q1 2021 | $770,000 | +14.8% | 14,907 | +0.6% | 0.36% | +4.9% |
| Q4 2020 | $671,000 | +17.3% | 14,824 | +0.3% | 0.35% | +7.7% |
| Q3 2020 | $572,000 | +11.5% | 14,773 | +6.1% | 0.32% | +5.2% |
| Q2 2020 | $513,000 | +42.5% | 13,922 | +21.2% | 0.31% | +21.8% |
| Q1 2020 | $360,000 | – | 11,491 | – | 0.25% | – |
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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% |