SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 219 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $40,000 | -4.8% | 834 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $42,000 | -14.3% | 834 | 0.0% | 0.03% | -3.7% |
| Q1 2022 | $49,000 | 0.0% | 834 | 0.0% | 0.03% | +8.0% |
| Q4 2021 | $49,000 | -14.0% | 834 | -21.6% | 0.02% | -21.9% |
| Q3 2021 | $57,000 | +159.1% | 1,064 | +165.3% | 0.03% | +146.2% |
| Q2 2021 | $22,000 | +83.3% | 401 | +75.9% | 0.01% | +85.7% |
| Q1 2021 | $12,000 | +20.0% | 228 | +0.4% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | -23.1% | 227 | -31.4% | 0.01% | -22.2% |
| Q3 2020 | $13,000 | +8.3% | 331 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $12,000 | -25.0% | 330 | -36.7% | 0.01% | -25.0% |
| Q1 2020 | $16,000 | -46.7% | 521 | -26.2% | 0.01% | -36.8% |
| Q4 2019 | $30,000 | – | 706 | – | 0.02% | – |
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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% |