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 | $325,970 | -0.9% | 5,824 | +1.9% | 0.04% | +2.7% |
| Q2 2023 | $329,013 | -3.2% | 5,715 | -7.7% | 0.04% | -7.5% |
| Q1 2023 | $339,900 | -1.3% | 6,189 | -3.9% | 0.04% | -7.0% |
| Q4 2022 | $344,207 | +41.6% | 6,441 | +26.4% | 0.04% | +34.4% |
| Q3 2022 | $243,000 | -10.7% | 5,096 | -4.6% | 0.03% | -5.9% |
| Q2 2022 | $272,000 | -1.4% | 5,341 | +13.2% | 0.03% | +6.2% |
| Q1 2022 | $276,000 | -6.4% | 4,718 | -6.4% | 0.03% | -8.6% |
| Q4 2021 | $295,000 | +4.6% | 5,038 | -3.8% | 0.04% | 0.0% |
| Q3 2021 | $282,000 | -35.9% | 5,235 | -34.9% | 0.04% | -36.4% |
| Q2 2021 | $440,000 | +34.6% | 8,041 | +26.9% | 0.06% | +25.0% |
| Q1 2021 | $327,000 | +9.7% | 6,338 | -3.7% | 0.04% | -2.2% |
| Q4 2020 | $298,000 | +63.7% | 6,583 | +40.2% | 0.04% | +45.2% |
| Q3 2020 | $182,000 | +5.2% | 4,696 | 0.0% | 0.03% | -3.1% |
| Q2 2020 | $173,000 | +17.7% | 4,696 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $147,000 | +308.3% | 4,696 | +418.9% | 0.03% | +433.3% |
| Q3 2019 | $36,000 | -39.0% | 905 | -46.2% | 0.01% | -45.5% |
| Q3 2017 | $59,000 | -35.2% | 1,683 | -37.5% | 0.01% | -38.9% |
| Q2 2017 | $91,000 | – | 2,691 | – | 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% |