SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 164 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $1,454,000 | +6.7% | 38,315 | -4.5% | 0.23% | -3.0% |
Q4 2018 | $1,363,000 | -11.6% | 40,117 | +3.3% | 0.23% | +6.8% |
Q3 2018 | $1,541,000 | +5.7% | 38,825 | -0.6% | 0.22% | +2.3% |
Q2 2018 | $1,458,000 | +11.6% | 39,046 | +8.7% | 0.21% | +10.9% |
Q1 2018 | $1,306,000 | -0.1% | 35,930 | +3.0% | 0.19% | +2.7% |
Q4 2017 | $1,307,000 | +9.3% | 34,881 | +2.5% | 0.19% | +6.8% |
Q3 2017 | $1,196,000 | +4.5% | 34,023 | +0.5% | 0.18% | +1.1% |
Q2 2017 | $1,145,000 | +0.8% | 33,843 | +0.7% | 0.17% | -2.8% |
Q1 2017 | $1,136,000 | +6.4% | 33,621 | +2.7% | 0.18% | -0.6% |
Q4 2016 | $1,068,000 | +4.8% | 32,723 | -0.1% | 0.18% | +5.3% |
Q3 2016 | $1,019,000 | -3.6% | 32,750 | -6.1% | 0.17% | -7.1% |
Q2 2016 | $1,057,000 | +14.4% | 34,880 | +11.3% | 0.18% | +6.4% |
Q1 2016 | $924,000 | +6.9% | 31,333 | +3.8% | 0.17% | +3.0% |
Q4 2015 | $864,000 | +7.5% | 30,183 | +2.5% | 0.17% | +5.7% |
Q3 2015 | $804,000 | +8.6% | 29,461 | +18.4% | 0.16% | +12.8% |
Q2 2015 | $740,000 | +2.4% | 24,884 | +3.2% | 0.14% | -2.8% |
Q1 2015 | $723,000 | +26.8% | 24,104 | +27.3% | 0.14% | +17.9% |
Q4 2014 | $570,000 | – | 18,934 | – | 0.12% | – |
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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% |