SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $259,000 | +22.2% | 4,424 | -23.1% | 0.01% | -9.1% |
| Q2 2020 | $212,000 | -50.6% | 5,754 | -58.0% | 0.01% | -57.7% |
| Q1 2020 | $429,000 | -27.5% | 13,696 | -1.2% | 0.03% | -13.3% |
| Q4 2019 | $592,000 | +29500.0% | 13,862 | +25570.4% | 0.03% | – |
| Q2 2019 | $2,000 | -95.5% | 54 | -95.4% | 0.00% | -100.0% |
| Q1 2019 | $44,000 | -41.3% | 1,168 | -47.4% | 0.00% | -60.0% |
| Q4 2018 | $75,000 | -52.8% | 2,219 | -44.8% | 0.01% | -44.4% |
| Q3 2018 | $159,000 | +14.4% | 4,018 | +7.8% | 0.01% | +12.5% |
| Q2 2018 | $139,000 | +631.6% | 3,727 | +1019.2% | 0.01% | +700.0% |
| Q1 2018 | $19,000 | – | 333 | – | 0.00% | – |
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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% |