BCS Wealth Management - SCHWAB STRATEGIC TR ownership

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
BCS Wealth Management ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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$360,00011,4910.25%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2020
NameSharesValueWeighting ↓
Planned Solutions, Inc. 361,814$18,416,00017.21%
Northwest Bancshares, Inc. 1,314,059$66,886,00015.12%
Glassman Wealth Services 1,341,860$68,301,00014.06%
Kelman-Lazarov, Inc. 739,599$37,646,00012.72%
Arlington Financial Advisors, LLC 540,315$27,502,00012.36%
Ashford Advisors, LLC 675,389$34,377,00012.04%
Northland Capital Management LLC 232,770$11,848,00010.89%
McAdam, LLC 1,991,709$101,378,00010.72%
Prairiewood Capital, LLC 263,344$13,404,00010.63%
Charles Schwab Investment Advisory, Inc. 111,841,517$5,692,733,0009.90%
View complete list of SCHWAB STRATEGIC TR shareholders