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 | $997,273 | -2.8% | 17,818 | 0.0% | 0.43% | +5.2% |
| Q2 2023 | $1,025,782 | +0.3% | 17,818 | -4.3% | 0.41% | -5.6% |
| Q1 2023 | $1,022,501 | +2.8% | 18,618 | 0.0% | 0.43% | -4.7% |
| Q4 2022 | $994,946 | +11.9% | 18,618 | 0.0% | 0.45% | +1.3% |
| Q3 2022 | $889,000 | -6.2% | 18,618 | 0.0% | 0.44% | -1.1% |
| Q2 2022 | $948,000 | +117.9% | 18,618 | +150.6% | 0.45% | +140.6% |
| Q1 2022 | $435,000 | +33.0% | 7,428 | +33.0% | 0.19% | +10.0% |
| Q4 2021 | $327,000 | +8.6% | 5,583 | 0.0% | 0.17% | 0.0% |
| Q3 2021 | $301,000 | -1.6% | 5,583 | 0.0% | 0.17% | +1.2% |
| Q2 2021 | $306,000 | -20.3% | 5,583 | -24.8% | 0.17% | -30.9% |
| Q1 2021 | $384,000 | +14.3% | 7,429 | 0.0% | 0.24% | +8.0% |
| Q4 2020 | $336,000 | +10.2% | 7,429 | -5.7% | 0.22% | -6.2% |
| Q3 2020 | $305,000 | +5.2% | 7,879 | 0.0% | 0.24% | -4.4% |
| Q2 2020 | $290,000 | +16.5% | 7,879 | -1.0% | 0.25% | +1.2% |
| Q1 2020 | $249,000 | -41.0% | 7,959 | -19.4% | 0.25% | -33.5% |
| Q4 2019 | $422,000 | – | 9,878 | – | 0.37% | – |
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% |