SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $296,641 | -2.8% | 5,300 | 0.0% | 0.05% | +1.9% |
| Q2 2023 | $305,121 | +4.8% | 5,300 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $291,076 | +2.8% | 5,300 | 0.0% | 0.05% | -5.5% |
| Q4 2022 | $283,232 | +11.9% | 5,300 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $253,000 | -21.2% | 5,300 | -15.9% | 0.06% | -17.9% |
| Q2 2022 | $321,000 | -19.3% | 6,300 | -7.4% | 0.07% | -5.6% |
| Q1 2022 | $398,000 | -0.3% | 6,800 | 0.0% | 0.07% | +1.4% |
| Q4 2021 | $399,000 | +51.1% | 6,800 | +41.7% | 0.07% | +37.3% |
| Q3 2021 | $264,000 | +0.4% | 4,800 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $263,000 | +6.0% | 4,800 | 0.0% | 0.05% | -3.7% |
| Q1 2021 | $248,000 | +14.3% | 4,800 | 0.0% | 0.05% | +3.8% |
| Q4 2020 | $217,000 | -41.0% | 4,800 | -49.5% | 0.05% | -49.5% |
| Q3 2020 | $368,000 | +107.9% | 9,506 | +98.0% | 0.10% | +98.1% |
| Q2 2020 | $177,000 | -2.7% | 4,800 | -17.2% | 0.05% | -20.0% |
| Q1 2020 | $182,000 | -32.3% | 5,800 | -7.9% | 0.06% | -12.2% |
| Q4 2019 | $269,000 | +8.0% | 6,300 | 0.0% | 0.07% | +12.1% |
| Q3 2019 | $249,000 | +1.2% | 6,300 | 0.0% | 0.07% | +1.5% |
| Q2 2019 | $246,000 | +26.8% | 6,300 | +23.5% | 0.06% | +20.4% |
| Q1 2019 | $194,000 | +39.6% | 5,100 | +24.4% | 0.05% | +28.6% |
| Q4 2018 | $139,000 | – | 4,100 | – | 0.04% | – |
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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% |