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 | $240,786 | -65.1% | 4,302 | -64.1% | 0.00% | -62.5% |
| Q2 2023 | $690,085 | -9.1% | 11,987 | -13.3% | 0.01% | -11.1% |
| Q1 2023 | $759,007 | +6.2% | 13,820 | +3.3% | 0.01% | -10.0% |
| Q4 2022 | $714,807 | +153.5% | 13,376 | +126.5% | 0.01% | +150.0% |
| Q3 2022 | $282,000 | +5.6% | 5,905 | +12.8% | 0.00% | 0.0% |
| Q2 2022 | $267,000 | -55.1% | 5,236 | -48.6% | 0.00% | -50.0% |
| Q1 2022 | $595,000 | +174.2% | 10,178 | +175.3% | 0.01% | +166.7% |
| Q4 2021 | $217,000 | -92.8% | 3,697 | -95.2% | 0.00% | -93.8% |
| Q3 2020 | $3,010,000 | – | 77,738 | – | 0.05% | – |
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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% |