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 | $21,436 | -2.8% | 383 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $22,049 | +4.8% | 383 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $21,034 | +3.6% | 383 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $20,307 | +6.9% | 383 | 0.0% | 0.02% | +6.7% |
| Q3 2022 | $19,000 | -5.0% | 383 | 0.0% | 0.02% | +7.1% |
| Q2 2022 | $20,000 | -13.0% | 383 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $23,000 | -78.7% | 383 | -79.2% | 0.01% | -78.1% |
| Q4 2021 | $108,000 | +4.9% | 1,844 | -2.7% | 0.06% | +1.6% |
| Q3 2021 | $103,000 | -1.0% | 1,895 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $104,000 | -34.2% | 1,895 | -38.0% | 0.06% | -35.7% |
| Q1 2021 | $158,000 | +7.5% | 3,058 | -1.6% | 0.10% | +8.9% |
| Q4 2020 | $147,000 | -13.5% | 3,107 | -29.2% | 0.09% | -24.4% |
| Q3 2020 | $170,000 | -90.1% | 4,391 | -90.5% | 0.12% | -93.2% |
| Q2 2020 | $1,710,000 | +4.4% | 46,418 | -1.8% | 1.76% | +3.2% |
| Q1 2020 | $1,638,000 | -25.3% | 47,280 | -8.0% | 1.70% | +0.5% |
| Q4 2019 | $2,194,000 | – | 51,417 | – | 1.69% | – |
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% |