SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 386 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,926 | -2.9% | 248,809 | -0.2% | 2.13% | -0.4% |
| Q2 2023 | $14,348 | +5.5% | 249,229 | +0.6% | 2.14% | -0.2% |
| Q1 2023 | $13,606 | +1.7% | 247,750 | -1.0% | 2.15% | -4.8% |
| Q4 2022 | $13,377 | -99.9% | 250,314 | +1.7% | 2.26% | +13.5% |
| Q3 2022 | $11,754,000 | -13.3% | 246,111 | -7.5% | 1.99% | -7.5% |
| Q2 2022 | $13,550,000 | -10.3% | 266,207 | +3.1% | 2.15% | +5.7% |
| Q1 2022 | $15,098,000 | +6.1% | 258,087 | +6.3% | 2.03% | +12.7% |
| Q4 2021 | $14,234,000 | +19.3% | 242,866 | +9.8% | 1.80% | +12.6% |
| Q3 2021 | $11,932,000 | +1.0% | 221,159 | +2.4% | 1.60% | +1.5% |
| Q2 2021 | $11,817,000 | +11.2% | 215,945 | +5.0% | 1.58% | +5.3% |
| Q1 2021 | $10,624,000 | +13.5% | 205,617 | -0.5% | 1.50% | +4.2% |
| Q4 2020 | $9,360,000 | +17.9% | 206,658 | +0.9% | 1.44% | -0.3% |
| Q3 2020 | $7,936,000 | +2.3% | 204,905 | -2.7% | 1.44% | -6.7% |
| Q2 2020 | $7,758,000 | +29.6% | 210,603 | +10.3% | 1.55% | +8.2% |
| Q1 2020 | $5,985,000 | -22.8% | 191,019 | +5.1% | 1.43% | -4.5% |
| Q4 2019 | $7,754,000 | +11.1% | 181,681 | +2.9% | 1.50% | +1.6% |
| Q3 2019 | $6,982,000 | +0.3% | 176,534 | -0.8% | 1.48% | +0.5% |
| Q2 2019 | $6,958,000 | +0.3% | 177,903 | -2.6% | 1.47% | -3.7% |
| Q1 2019 | $6,935,000 | +13.7% | 182,731 | +1.8% | 1.52% | +2.4% |
| Q4 2018 | $6,097,000 | -16.1% | 179,427 | -2.1% | 1.49% | -4.5% |
| Q3 2018 | $7,270,000 | +5.4% | 183,210 | -0.8% | 1.56% | +1.4% |
| Q2 2018 | $6,896,000 | +7.3% | 184,684 | +4.4% | 1.54% | +7.0% |
| Q1 2018 | $6,427,000 | +8.4% | 176,861 | +11.7% | 1.44% | +12.1% |
| Q4 2017 | $5,930,000 | +8.0% | 158,294 | +1.3% | 1.28% | +4.1% |
| Q3 2017 | $5,492,000 | +30.8% | 156,254 | +25.8% | 1.23% | +26.2% |
| Q2 2017 | $4,200,000 | +18.0% | 124,184 | +17.9% | 0.98% | +11.5% |
| Q1 2017 | $3,558,000 | +20.3% | 105,287 | +16.2% | 0.88% | +9.2% |
| Q4 2016 | $2,958,000 | +23.5% | 90,645 | +17.7% | 0.80% | +30.0% |
| Q3 2016 | $2,396,000 | -54.9% | 77,007 | -56.0% | 0.62% | -55.9% |
| Q2 2016 | $5,307,000 | +7.1% | 175,097 | +4.2% | 1.40% | +1.3% |
| Q1 2016 | $4,956,000 | +88.2% | 168,071 | +82.8% | 1.38% | +104.9% |
| Q4 2015 | $2,633,000 | +21.2% | 91,941 | +15.4% | 0.67% | +12.2% |
| Q3 2015 | $2,173,000 | +4.2% | 79,701 | +13.7% | 0.60% | +18.3% |
| Q2 2015 | $2,085,000 | +46.8% | 70,083 | +48.1% | 0.51% | +47.0% |
| Q1 2015 | $1,420,000 | +491.7% | 47,323 | +493.2% | 0.34% | +484.7% |
| Q4 2014 | $240,000 | – | 7,977 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Koesten, Hirschmann & Crabtree, INC. | 611,449 | $35,201,082 | 26.64% |
| Northwest Bancshares, Inc. | 2,058,979 | $118,535,421 | 21.43% |
| RESTON WEALTH MANAGEMENT LLC | 601,567 | $34,632,209 | 16.48% |
| Glassman Wealth Services | 1,431,996 | $82,440,037 | 13.29% |
| Prairiewood Capital, LLC | 304,663 | $17,539,478 | 11.76% |
| Planned Solutions, Inc. | 334,122 | $19,235,406 | 11.37% |
| Your Advocates Ltd., LLP | 374,229 | $21,544,336 | 11.04% |
| Charles Schwab Investment Advisory, Inc. | 122,628,440 | $7,059,719,311 | 10.94% |
| Ashford Advisors, LLC | 628,107 | $36,161 | 10.86% |
| Kelman-Lazarov, Inc. | 777,914 | $44,784,487 | 10.77% |