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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $264,000 | +8.6% | 4,509 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $243,000 | +8.0% | 4,509 | -22.3% | 0.00% | 0.0% |
Q3 2020 | $225,000 | +5.1% | 5,800 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $214,000 | -13.7% | 5,800 | 0.0% | 0.00% | -50.0% |
Q4 2019 | $248,000 | +8.3% | 5,800 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $229,000 | +0.9% | 5,800 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $227,000 | +3.2% | 5,800 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $220,000 | -4.3% | 5,800 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $230,000 | +6.0% | 5,800 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $217,000 | +2.8% | 5,800 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $211,000 | -25.2% | 5,800 | -22.9% | 0.00% | 0.0% |
Q4 2017 | $282,000 | +6.8% | 7,519 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $264,000 | +3.9% | 7,519 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $254,000 | 0.0% | 7,519 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $254,000 | +3.7% | 7,519 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $245,000 | +4.7% | 7,519 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $234,000 | – | 7,519 | – | 0.00% | – |
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% |