SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,692,463 | -8.2% | 48,105 | -5.6% | 0.89% | -9.7% |
| Q2 2023 | $2,933,404 | -12.8% | 50,954 | -16.8% | 0.98% | -20.6% |
| Q1 2023 | $3,363,191 | +347.7% | 61,238 | +335.6% | 1.24% | +365.0% |
| Q4 2022 | $751,260 | -1.4% | 14,058 | -11.9% | 0.27% | -6.3% |
| Q3 2022 | $762,000 | -85.7% | 15,962 | -91.0% | 0.28% | -93.4% |
| Q1 2015 | $5,314,000 | -7.3% | 177,130 | -7.0% | 4.29% | -11.3% |
| Q4 2014 | $5,733,000 | – | 190,380 | – | 4.83% | – |
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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% |