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 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Koesten, Hirschmann & Crabtree, INC. | 611,449 | $35,201,082 | 26.64% |
| Northwest Bancshares, Inc. | 2,058,979 | $118,535,421 | 21.43% |
| RESTON WEALTH MANAGEMENT LLC | 601,567 | $34,632,209 | 16.48% |
| Glassman Wealth Services | 1,431,996 | $82,440,037 | 13.29% |
| Prairiewood Capital, LLC | 304,663 | $17,539,478 | 11.76% |
| Planned Solutions, Inc. | 334,122 | $19,235,406 | 11.37% |
| Your Advocates Ltd., LLP | 374,229 | $21,544,336 | 11.04% |
| Charles Schwab Investment Advisory, Inc. | 122,628,440 | $7,059,719,311 | 10.94% |
| Ashford Advisors, LLC | 628,107 | $36,161 | 10.86% |
| Kelman-Lazarov, Inc. | 777,914 | $44,784,487 | 10.77% |