SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 219 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $534,956 | +6.9% | 9,558 | +10.0% | 0.14% | +17.6% |
Q2 2023 | $500,412 | +4.9% | 8,692 | +0.0% | 0.12% | -3.3% |
Q1 2023 | $477,231 | +2.8% | 8,690 | +0.0% | 0.12% | -6.1% |
Q4 2022 | $464,230 | +11.9% | 8,687 | +0.0% | 0.13% | -1.5% |
Q3 2022 | $414,749 | +17.8% | 8,684 | +25.5% | 0.13% | +20.9% |
Q2 2022 | $352,000 | -57.0% | 6,921 | -50.6% | 0.11% | -48.4% |
Q1 2022 | $819,000 | +16.0% | 14,007 | +16.3% | 0.21% | +17.7% |
Q4 2021 | $706,000 | +21.5% | 12,039 | +11.8% | 0.18% | +4.0% |
Q3 2021 | $581,000 | -0.3% | 10,772 | +1.1% | 0.17% | +3.6% |
Q2 2021 | $583,000 | +6.8% | 10,655 | +0.8% | 0.17% | -11.1% |
Q1 2021 | $546,000 | +14.9% | 10,572 | +0.9% | 0.19% | +12.5% |
Q4 2020 | $475,000 | +20.3% | 10,479 | +2.7% | 0.17% | +8.4% |
Q3 2020 | $395,000 | +18.3% | 10,203 | +12.5% | 0.16% | +4.0% |
Q2 2020 | $334,000 | +18.0% | 9,069 | +0.5% | 0.15% | -5.1% |
Q1 2020 | $283,000 | +8.8% | 9,028 | +48.2% | 0.16% | +42.7% |
Q4 2019 | $260,000 | – | 6,091 | – | 0.11% | – |
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% |