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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $668,000 | +0.8% | 18,131 | -14.4% | 0.10% | -14.5% |
| Q1 2020 | $663,000 | -35.9% | 21,176 | -12.6% | 0.12% | -18.8% |
| Q4 2019 | $1,034,000 | -3.7% | 24,228 | -10.8% | 0.14% | -10.0% |
| Q3 2019 | $1,074,000 | +35.1% | 27,158 | +33.7% | 0.16% | +32.2% |
| Q2 2019 | $795,000 | -5.2% | 20,319 | -8.1% | 0.12% | -7.6% |
| Q1 2019 | $839,000 | +159.8% | 22,099 | +132.1% | 0.13% | +122.0% |
| Q4 2018 | $323,000 | -19.0% | 9,520 | -5.4% | 0.06% | -7.8% |
| Q3 2018 | $399,000 | +23.9% | 10,060 | +16.6% | 0.06% | +16.4% |
| Q2 2018 | $322,000 | +2.2% | 8,630 | -0.5% | 0.06% | 0.0% |
| Q1 2018 | $315,000 | +25.0% | 8,675 | +28.9% | 0.06% | +27.9% |
| Q4 2017 | $252,000 | -21.2% | 6,731 | -28.9% | 0.04% | -40.3% |
| Q2 2017 | $320,000 | – | 9,471 | – | 0.07% | – |
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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% |