SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 111 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,723,053 | +0.2% | 48,652 | +3.1% | 0.72% | -4.0% |
Q2 2023 | $2,717,535 | +5.3% | 47,204 | +1.5% | 0.75% | +2.2% |
Q1 2023 | $2,581,701 | +46.9% | 46,492 | +47.5% | 0.73% | +47.9% |
Q4 2022 | $1,757,036 | +22.2% | 31,522 | +6.8% | 0.50% | +5.8% |
Q3 2022 | $1,438,000 | -13.1% | 29,506 | -2.7% | 0.47% | -4.9% |
Q2 2022 | $1,654,000 | -7.1% | 30,320 | -0.4% | 0.49% | 0.0% |
Q1 2022 | $1,781,000 | -21.2% | 30,447 | -21.0% | 0.49% | -27.2% |
Q4 2021 | $2,259,000 | +9.7% | 38,541 | +0.9% | 0.68% | -7.1% |
Q3 2021 | $2,060,000 | -0.6% | 38,191 | +0.9% | 0.73% | -3.3% |
Q2 2021 | $2,072,000 | +28.6% | 37,857 | +21.4% | 0.75% | +17.1% |
Q1 2021 | $1,611,000 | +11.6% | 31,184 | -2.1% | 0.64% | -8.0% |
Q4 2020 | $1,443,000 | +6.8% | 31,856 | -8.7% | 0.70% | -3.7% |
Q3 2020 | $1,351,000 | +5.1% | 34,888 | 0.0% | 0.73% | +0.6% |
Q2 2020 | $1,285,000 | +0.9% | 34,888 | -14.2% | 0.72% | +0.6% |
Q1 2020 | $1,274,000 | -62.7% | 40,653 | -49.1% | 0.72% | -53.2% |
Q4 2019 | $3,412,000 | +7.3% | 79,941 | -0.6% | 1.53% | +6.2% |
Q3 2019 | $3,181,000 | -2.1% | 80,431 | -3.1% | 1.44% | -4.8% |
Q2 2019 | $3,248,000 | +4.6% | 83,038 | +1.5% | 1.52% | +3.5% |
Q1 2019 | $3,106,000 | +15.0% | 81,843 | +3.0% | 1.47% | +7.0% |
Q4 2018 | $2,701,000 | +70.7% | 79,479 | +99.4% | 1.37% | +65.6% |
Q3 2018 | $1,582,000 | +10.8% | 39,857 | +4.2% | 0.83% | +10.0% |
Q2 2018 | $1,428,000 | +4.4% | 38,238 | +1.5% | 0.75% | -2.8% |
Q1 2018 | $1,368,000 | -0.3% | 37,658 | +2.8% | 0.78% | +3.9% |
Q4 2017 | $1,372,000 | +6.1% | 36,616 | -0.5% | 0.75% | +3.9% |
Q3 2017 | $1,293,000 | +8.6% | 36,787 | +4.5% | 0.72% | +3.5% |
Q2 2017 | $1,191,000 | – | 35,217 | – | 0.69% | – |
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% |