SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 170 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $452,000 | -44.3% | 14,427 | -24.2% | 0.17% | -40.1% |
| Q4 2019 | $812,000 | +4.8% | 19,022 | -2.9% | 0.28% | -6.9% |
| Q3 2019 | $775,000 | -4.9% | 19,585 | -6.0% | 0.30% | -14.4% |
| Q2 2019 | $815,000 | -5.1% | 20,833 | -7.9% | 0.35% | -15.5% |
| Q1 2019 | $859,000 | +76.7% | 22,632 | +58.4% | 0.42% | +58.1% |
| Q4 2018 | $486,000 | +18.0% | 14,290 | +37.7% | 0.26% | -16.1% |
| Q3 2018 | $412,000 | +5.9% | 10,379 | -0.5% | 0.32% | -11.0% |
| Q2 2018 | $389,000 | +85.2% | 10,428 | +80.9% | 0.36% | +71.5% |
| Q1 2018 | $210,000 | +5.0% | 5,765 | +8.1% | 0.21% | -5.9% |
| Q4 2017 | $200,000 | – | 5,332 | – | 0.22% | – |
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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% |