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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $500,000 | -12.1% | 9,818 | +0.9% | 0.04% | -2.7% |
| Q1 2022 | $569,000 | +6.4% | 9,730 | +6.6% | 0.04% | +8.8% |
| Q4 2021 | $535,000 | +9.9% | 9,124 | +1.0% | 0.03% | -2.9% |
| Q3 2021 | $487,000 | -1.4% | 9,034 | 0.0% | 0.04% | -2.8% |
| Q2 2021 | $494,000 | -10.2% | 9,034 | -15.1% | 0.04% | -18.2% |
| Q1 2021 | $550,000 | +12.7% | 10,639 | -1.2% | 0.04% | +2.3% |
| Q4 2020 | $488,000 | +10.4% | 10,767 | -5.6% | 0.04% | -6.5% |
| Q3 2020 | $442,000 | +6.0% | 11,410 | +0.8% | 0.05% | -2.1% |
| Q2 2020 | $417,000 | +17.5% | 11,324 | -0.0% | 0.05% | -4.1% |
| Q1 2020 | $355,000 | -49.2% | 11,328 | -30.8% | 0.05% | -41.7% |
| Q4 2019 | $699,000 | +8.7% | 16,376 | +0.8% | 0.08% | -3.4% |
| Q3 2019 | $643,000 | -16.3% | 16,250 | -17.3% | 0.09% | -21.6% |
| Q2 2019 | $768,000 | +19.8% | 19,646 | +16.4% | 0.11% | +8.8% |
| Q1 2019 | $641,000 | +12.9% | 16,882 | +1.0% | 0.10% | -6.4% |
| Q4 2018 | $568,000 | -52.3% | 16,720 | -44.2% | 0.11% | -52.2% |
| Q3 2018 | $1,190,000 | +9.8% | 29,985 | +3.3% | 0.23% | -21.1% |
| Q2 2018 | $1,084,000 | -35.6% | 29,029 | -37.3% | 0.29% | -56.3% |
| Q1 2018 | $1,683,000 | -5.9% | 46,310 | -3.0% | 0.66% | -19.1% |
| Q4 2017 | $1,789,000 | – | 47,763 | – | 0.82% | – |
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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% |