SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 125 filers reported holding SCHWAB STRATEGIC TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,989 | -0.4% | 56 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 56 | +1.8% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -99.2% | 55 | -99.4% | 0.00% | -99.4% |
| Q2 2019 | $376,000 | +0.3% | 9,613 | +0.6% | 0.16% | -0.6% |
| Q1 2019 | $375,000 | +4.5% | 9,560 | +0.5% | 0.16% | -14.1% |
| Q4 2018 | $359,000 | +2.0% | 9,508 | +0.6% | 0.18% | -6.1% |
| Q3 2018 | $352,000 | -0.6% | 9,447 | -0.3% | 0.20% | -4.4% |
| Q2 2018 | $354,000 | +6.0% | 9,475 | +3.0% | 0.21% | -5.5% |
| Q1 2018 | $334,000 | -4.0% | 9,198 | -1.0% | 0.22% | -2.7% |
| Q4 2017 | $348,000 | – | 9,288 | – | 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% |