SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 382 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $290,000 | +7.4% | 6,080 | +14.6% | 0.02% | +14.3% |
| Q2 2022 | $270,000 | -13.7% | 5,304 | -0.9% | 0.02% | +5.0% |
| Q1 2022 | $313,000 | -28.5% | 5,354 | -28.3% | 0.02% | -16.7% |
| Q4 2021 | $438,000 | +110.6% | 7,469 | +96.4% | 0.02% | +84.6% |
| Q2 2021 | $208,000 | -5.5% | 3,803 | -21.6% | 0.01% | -13.3% |
| Q4 2020 | $220,000 | -41.3% | 4,852 | -44.8% | 0.02% | -62.5% |
| Q4 2019 | $375,000 | +33.5% | 8,792 | +17.3% | 0.04% | -4.8% |
| Q4 2017 | $281,000 | – | 7,496 | – | 0.04% | – |
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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% |