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 2021 | $264,000 | +8.6% | 4,509 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $243,000 | +8.0% | 4,509 | -22.3% | 0.00% | 0.0% |
Q3 2020 | $225,000 | +5.1% | 5,800 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $214,000 | -13.7% | 5,800 | 0.0% | 0.00% | -50.0% |
Q4 2019 | $248,000 | +8.3% | 5,800 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $229,000 | +0.9% | 5,800 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $227,000 | +3.2% | 5,800 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $220,000 | -4.3% | 5,800 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $230,000 | +6.0% | 5,800 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $217,000 | +2.8% | 5,800 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $211,000 | -25.2% | 5,800 | -22.9% | 0.00% | 0.0% |
Q4 2017 | $282,000 | +6.8% | 7,519 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $264,000 | +3.9% | 7,519 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $254,000 | 0.0% | 7,519 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $254,000 | +3.7% | 7,519 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $245,000 | +4.7% | 7,519 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $234,000 | – | 7,519 | – | 0.00% | – |
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% |