SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,000 | -50.0% | 25 | -54.5% | 0.00% | 0.0% |
| Q3 2017 | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | -98.7% | 55 | -98.8% | 0.00% | -98.9% |
| Q4 2016 | $156,000 | -4.3% | 4,781 | -9.0% | 0.10% | -4.0% |
| Q3 2016 | $163,000 | +2.5% | 5,253 | 0.0% | 0.10% | 0.0% |
| Q2 2016 | $159,000 | +103.8% | 5,253 | +97.5% | 0.10% | +73.7% |
| Q1 2016 | $78,000 | -57.4% | 2,660 | -58.4% | 0.06% | -55.5% |
| Q4 2015 | $183,000 | +2.8% | 6,398 | -0.2% | 0.13% | -6.6% |
| Q3 2015 | $178,000 | -30.7% | 6,411 | -25.7% | 0.14% | -29.4% |
| Q2 2015 | $257,000 | +3.2% | 8,624 | +3.8% | 0.19% | +21.2% |
| Q1 2015 | $249,000 | – | 8,311 | – | 0.16% | – |
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% |