SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,847,433 | +7.7% | 50,874 | +10.7% | 0.00% | 0.0% |
Q2 2023 | $2,644,718 | +6.0% | 45,939 | +1.1% | 0.00% | 0.0% |
Q1 2023 | $2,496,045 | -18.4% | 45,449 | -20.6% | 0.00% | -33.3% |
Q4 2022 | $3,057,546 | +6.7% | 57,213 | -4.6% | 0.00% | 0.0% |
Q3 2022 | $2,865,000 | -20.8% | 59,984 | -15.6% | 0.00% | -25.0% |
Q2 2022 | $3,617,000 | +4.3% | 71,065 | +19.9% | 0.00% | +33.3% |
Q1 2022 | $3,468,000 | +126.8% | 59,285 | +127.3% | 0.00% | +200.0% |
Q4 2021 | $1,529,000 | +9.4% | 26,084 | +0.7% | 0.00% | 0.0% |
Q3 2021 | $1,398,000 | +1.2% | 25,913 | +2.6% | 0.00% | 0.0% |
Q2 2021 | $1,382,000 | +7.3% | 25,251 | +1.3% | 0.00% | 0.0% |
Q1 2021 | $1,288,000 | -16.1% | 24,928 | -26.5% | 0.00% | -50.0% |
Q4 2020 | $1,536,000 | +18.6% | 33,921 | +1.4% | 0.00% | 0.0% |
Q3 2020 | $1,295,000 | +3.4% | 33,446 | -1.6% | 0.00% | 0.0% |
Q2 2020 | $1,252,000 | +44.1% | 33,980 | +22.5% | 0.00% | +100.0% |
Q1 2020 | $869,000 | -44.1% | 27,737 | -23.9% | 0.00% | -50.0% |
Q4 2019 | $1,555,000 | +20.1% | 36,425 | +11.2% | 0.00% | 0.0% |
Q3 2019 | $1,295,000 | -0.8% | 32,753 | -1.9% | 0.00% | 0.0% |
Q2 2019 | $1,306,000 | -27.3% | 33,393 | -29.4% | 0.00% | -33.3% |
Q1 2019 | $1,796,000 | +17.4% | 47,319 | +5.1% | 0.00% | 0.0% |
Q4 2018 | $1,530,000 | -11.8% | 45,023 | +3.0% | 0.00% | 0.0% |
Q3 2018 | $1,734,000 | +7.7% | 43,710 | +1.3% | 0.00% | 0.0% |
Q2 2018 | $1,610,000 | +11.7% | 43,128 | +8.8% | 0.00% | 0.0% |
Q1 2018 | $1,441,000 | -4.9% | 39,642 | -2.0% | 0.00% | 0.0% |
Q4 2017 | $1,515,000 | +3.6% | 40,445 | -2.8% | 0.00% | 0.0% |
Q3 2017 | $1,463,000 | +27.1% | 41,618 | +22.3% | 0.00% | +50.0% |
Q2 2017 | $1,151,000 | – | 34,040 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Koesten, Hirschmann & Crabtree, INC. | 608,027 | $34,031,308 | 26.66% |
Northwest Bancshares, Inc. | 1,989,850 | $111,371,905 | 21.32% |
RESTON WEALTH MANAGEMENT LLC | 641,903 | $35,927,312 | 18.14% |
Glassman Wealth Services | 1,444,951 | $80,873,924 | 13.06% |
Prairiewood Capital, LLC | 344,532 | $19,283,480 | 12.51% |
Your Advocates Ltd., LLP | 364,894 | $20,423,122 | 12.19% |
Charles Schwab Investment Advisory, Inc. | 124,385,451 | $6,961,853,697 | 10.99% |
McAdam, LLC | 2,333,308 | $130,595,273 | 10.71% |
ZRC WEALTH MANAGEMENT, LLC | 219,768 | $12,300,399 | 10.62% |
Kelman-Lazarov, Inc. | 794,187 | $44,450,657 | 10.51% |