SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 253 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $643,432 | +5.3% | 11,496 | +8.3% | 0.04% | +9.1% |
| Q2 2023 | $610,876 | +4.3% | 10,611 | -0.5% | 0.03% | -2.9% |
| Q1 2023 | $585,613 | +28.1% | 10,663 | +24.6% | 0.03% | +17.2% |
| Q4 2022 | $457,233 | +11.8% | 8,556 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $409,000 | -6.2% | 8,556 | 0.0% | 0.03% | -3.3% |
| Q2 2022 | $436,000 | -13.0% | 8,556 | 0.0% | 0.03% | +3.4% |
| Q1 2022 | $501,000 | 0.0% | 8,556 | 0.0% | 0.03% | +3.6% |
| Q4 2021 | $501,000 | +8.4% | 8,556 | 0.0% | 0.03% | -3.4% |
| Q3 2021 | $462,000 | -1.3% | 8,556 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $468,000 | +20.6% | 8,556 | -0.2% | 0.03% | +11.5% |
| Q4 2020 | $388,000 | – | 8,574 | – | 0.03% | – |
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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% |