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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $190,000 | +6.1% | 3,465 | 0.0% | 0.10% | +30.3% |
| Q1 2021 | $179,000 | +14.0% | 3,465 | 0.0% | 0.08% | +2.7% |
| Q4 2020 | $157,000 | +17.2% | 3,465 | 0.0% | 0.07% | +7.2% |
| Q3 2020 | $134,000 | +4.7% | 3,465 | 0.0% | 0.07% | +1.5% |
| Q2 2020 | $128,000 | +16.4% | 3,465 | -1.4% | 0.07% | -2.9% |
| Q1 2020 | $110,000 | +50.7% | 3,515 | +105.4% | 0.07% | +112.1% |
| Q4 2019 | $73,000 | +7.4% | 1,711 | 0.0% | 0.03% | +6.5% |
| Q3 2019 | $68,000 | +1.5% | 1,711 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $67,000 | +3.1% | 1,711 | 0.0% | 0.03% | +10.7% |
| Q1 2019 | $65,000 | +12.1% | 1,711 | 0.0% | 0.03% | +3.7% |
| Q4 2018 | $58,000 | -14.7% | 1,711 | 0.0% | 0.03% | +8.0% |
| Q3 2018 | $68,000 | +6.2% | 1,711 | 0.0% | 0.02% | -7.4% |
| Q2 2018 | $64,000 | +12.3% | 1,711 | +8.2% | 0.03% | +68.8% |
| Q1 2018 | $57,000 | -3.4% | 1,581 | 0.0% | 0.02% | -5.9% |
| Q4 2017 | $59,000 | – | 1,581 | – | 0.02% | – |
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% |