SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 111 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $249,000 | -81.8% | 7,340 | -78.8% | 0.10% | -69.2% |
| Q3 2018 | $1,370,000 | +6.2% | 34,550 | 0.0% | 0.31% | +14.9% |
| Q2 2018 | $1,290,000 | +2.7% | 34,550 | 0.0% | 0.27% | +7.6% |
| Q1 2018 | $1,256,000 | -2.9% | 34,550 | 0.0% | 0.25% | +10.7% |
| Q4 2017 | $1,294,000 | +6.6% | 34,550 | 0.0% | 0.22% | +7.1% |
| Q3 2017 | $1,214,000 | +3.9% | 34,550 | 0.0% | 0.21% | -13.6% |
| Q2 2017 | $1,168,000 | +14.3% | 34,550 | +14.2% | 0.24% | +14.1% |
| Q1 2017 | $1,022,000 | +48.3% | 30,250 | +43.3% | 0.21% | +83.6% |
| Q4 2016 | $689,000 | +4.9% | 21,110 | 0.0% | 0.12% | +8.4% |
| Q3 2016 | $657,000 | – | 21,110 | – | 0.11% | – |
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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% |