SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 356 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $292,723 | -3.9% | 5,230 | -1.1% | 0.01% | 0.0% |
Q2 2023 | $304,510 | +3.4% | 5,289 | -1.4% | 0.01% | 0.0% |
Q1 2023 | $294,528 | +14.1% | 5,363 | +11.0% | 0.01% | +25.0% |
Q4 2022 | $258,132 | +16.8% | 4,830 | +4.2% | 0.00% | 0.0% |
Q3 2022 | $221,000 | -9.8% | 4,636 | -3.5% | 0.00% | 0.0% |
Q2 2022 | $245,000 | +21.3% | 4,804 | +38.9% | 0.00% | +33.3% |
Q1 2022 | $202,000 | +59.1% | 3,458 | +59.2% | 0.00% | +50.0% |
Q4 2021 | $127,000 | +7.6% | 2,172 | -0.5% | 0.00% | 0.0% |
Q3 2021 | $118,000 | -1.7% | 2,184 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $120,000 | -99.9% | 2,184 | -48.5% | 0.00% | 0.0% |
Q1 2021 | $219,080,000 | +240647.3% | 4,240 | +112.1% | 0.00% | 0.0% |
Q4 2020 | $91,000 | +35.8% | 1,999 | +16.0% | 0.00% | 0.0% |
Q3 2020 | $67,000 | +346.7% | 1,724 | +333.2% | 0.00% | – |
Q2 2020 | $15,000 | +25.0% | 398 | 0.0% | 0.00% | – |
Q1 2020 | $12,000 | -29.4% | 398 | -4.6% | 0.00% | -100.0% |
Q4 2019 | $17,000 | +6.2% | 417 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $16,000 | 0.0% | 417 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $16,000 | 0.0% | 417 | +4.8% | 0.00% | 0.0% |
Q3 2018 | $16,000 | +6.7% | 398 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $15,000 | +7.1% | 398 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $14,000 | 0.0% | 398 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $14,000 | +7.7% | 398 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $13,000 | 0.0% | 398 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $13,000 | +44.4% | 398 | +39.6% | 0.00% | 0.0% |
Q1 2017 | $9,000 | – | 285 | – | 0.00% | – |
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% |