SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 83 filers reported holding SCHWAB STRATEGIC TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $24,088,605 | -5.4% | 430,384 | -2.7% | 2.08% | -14.0% |
Q2 2023 | $25,458,817 | +2.8% | 442,224 | -1.9% | 2.42% | -12.9% |
Q1 2023 | $24,755,264 | +1.3% | 450,751 | -1.5% | 2.78% | -2.5% |
Q4 2022 | $24,446,964 | +9.6% | 457,466 | -2.0% | 2.85% | -15.1% |
Q3 2022 | $22,304,000 | -7.4% | 467,005 | -1.3% | 3.36% | -5.5% |
Q2 2022 | $24,075,000 | -17.8% | 472,992 | -5.6% | 3.55% | -4.4% |
Q1 2022 | $29,300,000 | -6.9% | 500,852 | -6.8% | 3.72% | +5.0% |
Q4 2021 | $31,485,000 | -1.4% | 537,203 | -9.2% | 3.54% | -13.0% |
Q3 2021 | $31,925,000 | -3.7% | 591,745 | -2.4% | 4.07% | -8.5% |
Q2 2021 | $33,165,000 | +3.6% | 606,090 | -2.2% | 4.45% | +0.2% |
Q1 2021 | $32,011,000 | +14.1% | 619,526 | +0.0% | 4.44% | +9.2% |
Q4 2020 | $28,058,000 | +12.1% | 619,520 | -4.1% | 4.06% | +0.7% |
Q3 2020 | $25,025,000 | -1.8% | 646,132 | -6.6% | 4.04% | -6.5% |
Q2 2020 | $25,477,000 | +16.0% | 691,553 | -1.4% | 4.32% | -1.5% |
Q1 2020 | $21,966,000 | -33.2% | 701,131 | -9.0% | 4.39% | -51.9% |
Q4 2019 | $32,885,000 | -24.9% | 770,507 | -30.4% | 9.12% | -34.1% |
Q3 2019 | $43,789,000 | -1.6% | 1,107,183 | -2.7% | 13.84% | -5.2% |
Q2 2019 | $44,518,000 | +1.5% | 1,138,277 | -1.5% | 14.60% | -6.9% |
Q1 2019 | $43,872,000 | +2.5% | 1,156,042 | -8.2% | 15.68% | +12.2% |
Q4 2018 | $42,792,000 | -5.5% | 1,259,323 | +10.4% | 13.98% | -33.7% |
Q3 2018 | $45,280,000 | +12.2% | 1,141,130 | +5.6% | 21.08% | +1.6% |
Q2 2018 | $40,355,000 | +5.8% | 1,080,732 | +2.9% | 20.75% | -5.0% |
Q1 2018 | $38,153,000 | +5.1% | 1,049,891 | +8.4% | 21.84% | -12.0% |
Q4 2017 | $36,291,000 | +15.8% | 968,784 | +8.6% | 24.82% | +15.6% |
Q3 2017 | $31,346,000 | +2.7% | 891,790 | -1.2% | 21.48% | -8.5% |
Q2 2017 | $30,536,000 | +16.7% | 902,890 | +16.6% | 23.46% | +3.0% |
Q1 2017 | $26,172,000 | +18.2% | 774,549 | +14.1% | 22.78% | +11.6% |
Q4 2016 | $22,146,000 | – | 678,696 | – | 20.42% | – |
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% |