SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $200,373 | -3.1% | 3,580 | -0.4% | 0.06% | +1.6% |
Q2 2023 | $206,849 | -55.0% | 3,593 | -75.5% | 0.06% | -74.0% |
Q1 2020 | $460,000 | -52.6% | 14,693 | -35.3% | 0.24% | -40.7% |
Q4 2019 | $970,000 | -8.8% | 22,716 | -15.6% | 0.41% | -13.7% |
Q3 2019 | $1,064,000 | 0.0% | 26,913 | -1.1% | 0.47% | -6.7% |
Q2 2019 | $1,064,000 | +3.6% | 27,215 | +0.5% | 0.51% | +12.9% |
Q1 2019 | $1,027,000 | +11.9% | 27,068 | +0.2% | 0.45% | +1.1% |
Q4 2018 | $918,000 | -23.6% | 27,026 | -10.8% | 0.44% | -17.3% |
Q3 2018 | $1,202,000 | +36.0% | 30,284 | +27.9% | 0.54% | +27.6% |
Q2 2018 | $884,000 | +1.8% | 23,687 | -0.8% | 0.42% | +1.0% |
Q1 2018 | $868,000 | -55.1% | 23,876 | -53.7% | 0.42% | -20.9% |
Q4 2017 | $1,934,000 | +188.2% | 51,612 | +170.2% | 0.53% | +55.5% |
Q3 2017 | $671,000 | -10.8% | 19,099 | -14.1% | 0.34% | +64.6% |
Q2 2017 | $752,000 | +1.3% | 22,231 | +1.3% | 0.21% | -0.5% |
Q1 2017 | $742,000 | +6.5% | 21,950 | +2.9% | 0.21% | +15.6% |
Q4 2016 | $697,000 | – | 21,335 | – | 0.18% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Planned Solutions, Inc. | 361,814 | $18,416,000 | 17.21% |
Northwest Bancshares, Inc. | 1,314,059 | $66,886,000 | 15.12% |
Glassman Wealth Services | 1,341,860 | $68,301,000 | 14.06% |
Kelman-Lazarov, Inc. | 739,599 | $37,646,000 | 12.72% |
Arlington Financial Advisors, LLC | 540,315 | $27,502,000 | 12.36% |
Ashford Advisors, LLC | 675,389 | $34,377,000 | 12.04% |
Northland Capital Management LLC | 232,770 | $11,848,000 | 10.89% |
McAdam, LLC | 1,991,709 | $101,378,000 | 10.72% |
Prairiewood Capital, LLC | 263,344 | $13,404,000 | 10.63% |
Charles Schwab Investment Advisory, Inc. | 111,841,517 | $5,692,733,000 | 9.90% |