SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,752 | -4.6% | 31,300 | -1.9% | 0.00% | 0.0% |
| Q2 2023 | $1,836 | +364.8% | 31,900 | +331.1% | 0.00% | +200.0% |
| Q4 2022 | $395 | -100.0% | 7,400 | -76.3% | 0.00% | -50.0% |
| Q3 2022 | $1,490,000 | +21.4% | 31,200 | +29.5% | 0.00% | +100.0% |
| Q2 2022 | $1,227,000 | +179.5% | 24,100 | +221.3% | 0.00% | 0.0% |
| Q1 2022 | $439,000 | -61.6% | 7,500 | -61.5% | 0.00% | 0.0% |
| Q4 2021 | $1,143,000 | -19.5% | 19,500 | -25.9% | 0.00% | -50.0% |
| Q3 2021 | $1,419,000 | +293.1% | 26,300 | +298.5% | 0.00% | – |
| Q2 2021 | $361,000 | +78.7% | 6,600 | +69.2% | 0.00% | – |
| Q1 2021 | $202,000 | -79.9% | 3,900 | -82.4% | 0.00% | -100.0% |
| Q4 2020 | $1,005,000 | – | 22,200 | – | 0.00% | – |
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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% |