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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,302,924 | -1.4% | 41,146 | +1.4% | 0.62% | +3.5% |
| Q2 2023 | $2,335,034 | +4.8% | 40,560 | +0.0% | 0.60% | +4.7% |
| Q1 2023 | $2,227,398 | +3.3% | 40,557 | +0.5% | 0.57% | -1.6% |
| Q4 2022 | $2,156,540 | +14.6% | 40,354 | +2.4% | 0.58% | +7.4% |
| Q3 2022 | $1,881,000 | -5.4% | 39,390 | +0.9% | 0.54% | -0.7% |
| Q2 2022 | $1,988,000 | -9.3% | 39,055 | +4.3% | 0.54% | +4.0% |
| Q1 2022 | $2,191,000 | +21.0% | 37,445 | +21.2% | 0.52% | +27.6% |
| Q4 2021 | $1,810,000 | +31.1% | 30,890 | +20.7% | 0.41% | +21.7% |
| Q3 2021 | $1,381,000 | +4.7% | 25,602 | +6.2% | 0.34% | +5.3% |
| Q2 2021 | $1,319,000 | +12.3% | 24,100 | +6.0% | 0.32% | +6.3% |
| Q1 2021 | $1,175,000 | +14.3% | 22,733 | +0.1% | 0.30% | +8.3% |
| Q4 2020 | $1,028,000 | +10.5% | 22,703 | -5.5% | 0.28% | +1.1% |
| Q3 2020 | $930,000 | +3.3% | 24,021 | -1.7% | 0.27% | -2.8% |
| Q2 2020 | $900,000 | +12.1% | 24,436 | -4.7% | 0.28% | -3.8% |
| Q1 2020 | $803,000 | -25.9% | 25,644 | +1.1% | 0.29% | -11.2% |
| Q4 2019 | $1,083,000 | +11.8% | 25,367 | +3.6% | 0.33% | +3.1% |
| Q3 2019 | $969,000 | +2.9% | 24,496 | +1.7% | 0.32% | +2.9% |
| Q2 2019 | $942,000 | +35.5% | 24,089 | +31.5% | 0.31% | +31.2% |
| Q1 2019 | $695,000 | -6.5% | 18,321 | -16.3% | 0.24% | -14.1% |
| Q4 2018 | $743,000 | -3.4% | 21,877 | +12.8% | 0.28% | +6.2% |
| Q3 2018 | $769,000 | +38.6% | 19,388 | +30.5% | 0.26% | +32.7% |
| Q2 2018 | $555,000 | +10.3% | 14,856 | +7.4% | 0.20% | +8.9% |
| Q1 2018 | $503,000 | +18.6% | 13,832 | +22.2% | 0.18% | +17.6% |
| Q4 2017 | $424,000 | +39.0% | 11,317 | +30.6% | 0.15% | +30.8% |
| Q3 2017 | $305,000 | +34.4% | 8,666 | +29.0% | 0.12% | +27.2% |
| Q2 2017 | $227,000 | -20.4% | 6,716 | -20.3% | 0.09% | -22.0% |
| Q1 2017 | $285,000 | +20.3% | 8,425 | +16.1% | 0.12% | +12.4% |
| Q4 2016 | $237,000 | – | 7,258 | – | 0.10% | – |
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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% |