SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 219 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $500,092 | +360.3% | 8,935 | +373.5% | 0.08% | +364.7% |
| Q2 2023 | $108,635 | +6.7% | 1,887 | +1.8% | 0.02% | -37.0% |
| Q1 2023 | $101,822 | +2.8% | 1,854 | 0.0% | 0.03% | -28.9% |
| Q4 2022 | $99,078 | +11.3% | 1,854 | 0.0% | 0.04% | -5.0% |
| Q3 2022 | $89,000 | +4.7% | 1,854 | +10.5% | 0.04% | +2.6% |
| Q2 2022 | $85,000 | +203.6% | 1,678 | +156.2% | 0.04% | +129.4% |
| Q4 2019 | $28,000 | – | 655 | – | 0.02% | – |
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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% |