SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 77 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $106 | -3.6% | 1,889 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $110 | +54.9% | 1,918 | +49.0% | 0.01% | +28.6% |
| Q1 2023 | $71 | +18.3% | 1,287 | +15.2% | 0.01% | +16.7% |
| Q4 2022 | $60 | -99.9% | 1,117 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $53,000 | -18.5% | 1,117 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $65,000 | -13.3% | 1,117 | -12.9% | 0.01% | -22.2% |
| Q4 2021 | $75,000 | +17.2% | 1,282 | +8.9% | 0.01% | +12.5% |
| Q3 2021 | $64,000 | -1.5% | 1,177 | 0.0% | 0.01% | -20.0% |
| Q2 2021 | $65,000 | +97.0% | 1,177 | +86.5% | 0.01% | +42.9% |
| Q1 2021 | $33,000 | -37.7% | 631 | -46.4% | 0.01% | -36.4% |
| Q4 2020 | $53,000 | +76.7% | 1,177 | +48.4% | 0.01% | +57.1% |
| Q3 2020 | $30,000 | +30.4% | 793 | +25.7% | 0.01% | +16.7% |
| Q2 2020 | $23,000 | +15.0% | 631 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $20,000 | -25.9% | 631 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $27,000 | +8.0% | 631 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $25,000 | -41.9% | 631 | -42.1% | 0.01% | -42.9% |
| Q2 2019 | $43,000 | +4.9% | 1,089 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $41,000 | +10.8% | 1,089 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $37,000 | -14.0% | 1,089 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $43,000 | +4.9% | 1,089 | 0.0% | 0.02% | +14.3% |
| Q2 2018 | $41,000 | +2.5% | 1,089 | 0.0% | 0.01% | -30.0% |
| Q1 2018 | $40,000 | -2.4% | 1,089 | 0.0% | 0.02% | +17.6% |
| Q4 2017 | $41,000 | -63.7% | 1,089 | -66.1% | 0.02% | -68.5% |
| Q3 2017 | $113,000 | -30.2% | 3,209 | -32.8% | 0.05% | -33.3% |
| Q2 2017 | $162,000 | +0.6% | 4,776 | 0.0% | 0.08% | -6.9% |
| Q1 2017 | $161,000 | +3.2% | 4,776 | 0.0% | 0.09% | -3.3% |
| Q4 2016 | $156,000 | +218.4% | 4,776 | +204.8% | 0.09% | +190.3% |
| Q3 2016 | $49,000 | +4.3% | 1,567 | 0.0% | 0.03% | -6.1% |
| Q2 2016 | $47,000 | +2.2% | 1,567 | 0.0% | 0.03% | -2.9% |
| Q1 2016 | $46,000 | +4.5% | 1,567 | +2.4% | 0.03% | +17.2% |
| Q4 2015 | $44,000 | – | 1,531 | – | 0.03% | – |
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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% |