SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 57 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $945,000 | +62.7% | 28,985 | +55.1% | 0.03% | +55.0% |
| Q3 2016 | $581,000 | +24.9% | 18,688 | +21.8% | 0.02% | +17.6% |
| Q2 2016 | $465,000 | +39.6% | 15,344 | +35.7% | 0.02% | +21.4% |
| Q1 2016 | $333,000 | +122.0% | 11,306 | +116.3% | 0.01% | +100.0% |
| Q4 2015 | $150,000 | +61.3% | 5,226 | +52.9% | 0.01% | 0.0% |
| Q3 2015 | $93,000 | +57.6% | 3,417 | +71.5% | 0.01% | +75.0% |
| Q2 2015 | $59,000 | – | 1,992 | +199100.0% | 0.00% | – |
| Q1 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2014 | $0 | – | 1 | – | 0.00% | – |
Download | ||||||
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% |