HOWE & RUSLING INC - SCHWAB STRATEGIC TR ownership

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
HOWE & RUSLING INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$325,970
-0.9%
5,824
+1.9%
0.04%
+2.7%
Q2 2023$329,013
-3.2%
5,715
-7.7%
0.04%
-7.5%
Q1 2023$339,900
-1.3%
6,189
-3.9%
0.04%
-7.0%
Q4 2022$344,207
+41.6%
6,441
+26.4%
0.04%
+34.4%
Q3 2022$243,000
-10.7%
5,096
-4.6%
0.03%
-5.9%
Q2 2022$272,000
-1.4%
5,341
+13.2%
0.03%
+6.2%
Q1 2022$276,000
-6.4%
4,718
-6.4%
0.03%
-8.6%
Q4 2021$295,000
+4.6%
5,038
-3.8%
0.04%0.0%
Q3 2021$282,000
-35.9%
5,235
-34.9%
0.04%
-36.4%
Q2 2021$440,000
+34.6%
8,041
+26.9%
0.06%
+25.0%
Q1 2021$327,000
+9.7%
6,338
-3.7%
0.04%
-2.2%
Q4 2020$298,000
+63.7%
6,583
+40.2%
0.04%
+45.2%
Q3 2020$182,000
+5.2%
4,6960.0%0.03%
-3.1%
Q2 2020$173,000
+17.7%
4,6960.0%0.03%0.0%
Q1 2020$147,000
+308.3%
4,696
+418.9%
0.03%
+433.3%
Q3 2019$36,000
-39.0%
905
-46.2%
0.01%
-45.5%
Q3 2017$59,000
-35.2%
1,683
-37.5%
0.01%
-38.9%
Q2 2017$91,0002,6910.02%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2019
NameSharesValueWeighting ↓
Planned Solutions, Inc. 361,814$18,416,00017.21%
Northwest Bancshares, Inc. 1,314,059$66,886,00015.12%
Glassman Wealth Services 1,341,860$68,301,00014.06%
Kelman-Lazarov, Inc. 739,599$37,646,00012.72%
Arlington Financial Advisors, LLC 540,315$27,502,00012.36%
Ashford Advisors, LLC 675,389$34,377,00012.04%
Northland Capital Management LLC 232,770$11,848,00010.89%
McAdam, LLC 1,991,709$101,378,00010.72%
Prairiewood Capital, LLC 263,344$13,404,00010.63%
Charles Schwab Investment Advisory, Inc. 111,841,517$5,692,733,0009.90%
View complete list of SCHWAB STRATEGIC TR shareholders