SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 42 filers reported holding SCHWAB STRATEGIC TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $12,239,000 | +12.2% | 322,493 | +0.5% | 4.30% | -5.8% |
| Q4 2018 | $10,904,000 | -15.0% | 320,905 | -0.8% | 4.56% | -3.1% |
| Q3 2018 | $12,835,000 | +5.6% | 323,474 | -0.6% | 4.71% | +1.8% |
| Q2 2018 | $12,153,000 | +4.5% | 325,459 | +1.7% | 4.62% | +4.9% |
| Q1 2018 | $11,631,000 | -4.2% | 320,073 | +3.2% | 4.41% | -2.5% |
| Q4 2017 | $12,142,000 | +14.1% | 310,148 | +3.8% | 4.52% | +44.5% |
| Q3 2017 | $10,646,000 | -4.4% | 298,794 | -18.9% | 3.13% | +2.5% |
| Q2 2017 | $11,135,000 | +13.9% | 368,473 | +27.4% | 3.05% | +1.0% |
| Q1 2017 | $9,772,000 | +47.7% | 289,192 | +42.6% | 3.02% | +62.5% |
| Q4 2016 | $6,615,000 | -60.1% | 202,733 | -61.9% | 1.86% | -60.4% |
| Q3 2016 | $16,567,000 | +21.1% | 532,516 | +18.0% | 4.70% | +12.2% |
| Q2 2016 | $13,682,000 | +26.4% | 451,395 | +23.0% | 4.19% | +38.0% |
| Q1 2016 | $10,826,000 | +240.7% | 367,110 | +230.9% | 3.04% | +230.7% |
| Q4 2015 | $3,178,000 | – | 110,954 | +5547600.0% | 0.92% | – |
| Q3 2015 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 2 | – | 0.00% | – |
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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% |