SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 51 filers reported holding SCHWAB STRATEGIC TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $686,000 | +6.0% | 16,074 | -1.7% | 0.30% | +7.4% |
Q3 2019 | $647,000 | -0.2% | 16,359 | -1.2% | 0.28% | -3.4% |
Q2 2019 | $648,000 | -3.7% | 16,564 | -6.6% | 0.29% | -5.2% |
Q1 2019 | $673,000 | -81.8% | 17,731 | -83.7% | 0.31% | -86.1% |
Q4 2018 | $3,689,000 | -0.9% | 108,563 | +15.7% | 2.21% | +4.5% |
Q3 2018 | $3,723,000 | +8.3% | 93,821 | +1.9% | 2.12% | +21.6% |
Q2 2018 | $3,438,000 | +10.9% | 92,075 | +7.9% | 1.74% | +6.0% |
Q1 2018 | $3,101,000 | +3.5% | 85,334 | +6.7% | 1.64% | +7.3% |
Q4 2017 | $2,996,000 | +19.3% | 79,971 | +11.9% | 1.53% | +12.0% |
Q3 2017 | $2,511,000 | +17.7% | 71,444 | +13.2% | 1.37% | +8.9% |
Q2 2017 | $2,134,000 | +14.5% | 63,111 | +14.4% | 1.26% | +5.6% |
Q1 2017 | $1,864,000 | +17.5% | 55,156 | +13.5% | 1.19% | +3.2% |
Q4 2016 | $1,586,000 | +44.8% | 48,605 | +38.1% | 1.15% | +18.2% |
Q3 2016 | $1,095,000 | +5.4% | 35,188 | +2.7% | 0.98% | +22.6% |
Q2 2016 | $1,039,000 | +0.4% | 34,265 | -2.4% | 0.80% | +11.8% |
Q1 2016 | $1,035,000 | -3.2% | 35,098 | -6.0% | 0.71% | -6.4% |
Q4 2015 | $1,069,000 | +26.4% | 37,329 | +20.3% | 0.76% | +3.3% |
Q3 2015 | $846,000 | -0.1% | 31,027 | +9.0% | 0.74% | +17.8% |
Q2 2015 | $847,000 | -56.8% | 28,455 | -56.3% | 0.62% | -51.6% |
Q4 2014 | $1,959,000 | – | 65,047 | – | 1.29% | – |
Download |
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% |