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 2023 | $69 | +4.5% | 1,197 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $66 | -72.2% | 1,197 | -73.0% | 0.01% | -75.0% |
| Q4 2022 | $237 | -99.9% | 4,436 | +29.1% | 0.02% | +33.3% |
| Q3 2022 | $164,000 | -54.2% | 3,436 | -51.2% | 0.02% | -51.6% |
| Q2 2022 | $358,000 | -13.1% | 7,036 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $412,000 | -3.3% | 7,036 | -3.1% | 0.03% | +3.3% |
| Q4 2021 | $426,000 | +453.2% | 7,261 | +410.6% | 0.03% | +400.0% |
| Q3 2021 | $77,000 | +18.5% | 1,422 | +18.8% | 0.01% | +20.0% |
| Q2 2021 | $65,000 | +333.3% | 1,197 | +214.2% | 0.01% | +150.0% |
| Q3 2020 | $15,000 | -65.1% | 381 | -61.9% | 0.00% | -60.0% |
| Q4 2019 | $43,000 | +152.9% | 1,000 | +127.3% | 0.01% | +150.0% |
| Q2 2019 | $17,000 | -41.4% | 440 | -43.1% | 0.00% | -50.0% |
| Q1 2019 | $29,000 | +7.4% | 773 | +13.8% | 0.00% | 0.0% |
| Q3 2018 | $27,000 | -30.8% | 679 | -35.9% | 0.00% | -33.3% |
| Q1 2018 | $39,000 | -2.5% | 1,060 | 0.0% | 0.01% | +20.0% |
| Q4 2017 | $40,000 | – | 1,060 | – | 0.01% | – |
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% |