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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $19,235,406 | +7.5% | 334,122 | +2.5% | 11.37% | +0.2% |
| Q1 2023 | $17,898,447 | -8.8% | 325,900 | -11.3% | 11.34% | -21.1% |
| Q4 2022 | $19,624,026 | +11.2% | 367,216 | -0.7% | 14.38% | -2.5% |
| Q3 2022 | $17,654,000 | -4.1% | 369,632 | +2.2% | 14.75% | -14.3% |
| Q2 2022 | $18,416,000 | -10.4% | 361,814 | +3.0% | 17.21% | +20.0% |
| Q1 2022 | $20,556,000 | +0.6% | 351,376 | +0.8% | 14.34% | +4.9% |
| Q4 2021 | $20,429,000 | +8.0% | 348,557 | +0.9% | 13.67% | +4.5% |
| Q2 2021 | $18,908,000 | +6.4% | 345,547 | +0.5% | 13.08% | -5.7% |
| Q1 2021 | $17,766,000 | +14.9% | 343,843 | +0.7% | 13.87% | +12.0% |
| Q4 2020 | $15,464,000 | +19.9% | 341,452 | +2.5% | 12.38% | -1.7% |
| Q3 2020 | $12,897,000 | – | 332,993 | – | 12.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kelman-Lazarov, Inc. | 786,684 | $46,021,000 | 15.31% |
| Planned Solutions, Inc. | 351,376 | $20,556,000 | 14.34% |
| Glassman Wealth Services | 1,327,730 | $77,672,000 | 14.16% |
| Northwest Bancshares, Inc. | 1,253,979 | $73,358,000 | 14.10% |
| Northland Capital Management LLC | 213,616 | $12,497,000 | 12.42% |
| Arlington Financial Advisors, LLC | 528,512 | $30,918,000 | 11.71% |
| McAdam, LLC | 2,074,951 | $121,385,000 | 11.48% |
| Prairiewood Capital, LLC | 259,467 | $15,179,000 | 10.62% |
| BMS Financial Advisors, LLC | 262,420 | $15,352,000 | 9.76% |
| Ashford Advisors, LLC | 492,288 | $28,799,000 | 9.46% |