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 | $18,751,365 | +12.6% | 335,025 | +15.8% | 0.01% | +8.3% |
| Q2 2023 | $16,659,243 | +7.6% | 289,374 | +2.6% | 0.01% | 0.0% |
| Q1 2023 | $15,483,099 | +7.7% | 281,921 | +4.8% | 0.01% | 0.0% |
| Q4 2022 | $14,377,190 | +13.0% | 269,034 | +1.0% | 0.01% | 0.0% |
| Q3 2022 | $12,724,000 | -20.9% | 266,417 | -15.7% | 0.01% | -20.0% |
| Q2 2022 | $16,078,000 | -54.7% | 315,877 | -48.0% | 0.02% | -51.6% |
| Q1 2022 | $35,503,000 | +62.7% | 606,886 | +63.0% | 0.03% | +72.2% |
| Q4 2021 | $21,820,000 | +60.9% | 372,299 | +48.1% | 0.02% | +38.5% |
| Q3 2021 | $13,561,000 | +6.9% | 251,369 | +8.4% | 0.01% | 0.0% |
| Q2 2021 | $12,688,000 | +15.6% | 231,866 | +9.1% | 0.01% | 0.0% |
| Q1 2021 | $10,980,000 | +615.3% | 212,505 | +526.9% | 0.01% | +550.0% |
| Q4 2020 | $1,535,000 | +11.2% | 33,897 | -4.9% | 0.00% | 0.0% |
| Q3 2020 | $1,381,000 | +7.5% | 35,656 | +2.2% | 0.00% | 0.0% |
| Q2 2020 | $1,285,000 | +18.7% | 34,878 | +0.9% | 0.00% | 0.0% |
| Q1 2020 | $1,083,000 | -23.9% | 34,569 | +3.7% | 0.00% | -33.3% |
| Q4 2019 | $1,423,000 | +63.2% | 33,346 | +51.2% | 0.00% | +50.0% |
| Q3 2019 | $872,000 | +4.7% | 22,052 | +3.6% | 0.00% | 0.0% |
| Q2 2019 | $833,000 | +6.0% | 21,289 | +2.8% | 0.00% | 0.0% |
| Q1 2019 | $786,000 | -8.4% | 20,711 | -18.0% | 0.00% | 0.0% |
| Q4 2018 | $858,000 | +48.7% | 25,250 | +73.5% | 0.00% | +100.0% |
| Q3 2018 | $577,000 | +14.0% | 14,551 | +7.3% | 0.00% | 0.0% |
| Q2 2018 | $506,000 | +8.6% | 13,558 | +5.8% | 0.00% | 0.0% |
| Q1 2018 | $466,000 | +39.1% | 12,819 | +43.4% | 0.00% | 0.0% |
| Q4 2017 | $335,000 | +66.7% | 8,937 | +56.2% | 0.00% | 0.0% |
| Q3 2017 | $201,000 | -18.3% | 5,722 | -21.5% | 0.00% | 0.0% |
| Q2 2017 | $246,000 | -3.5% | 7,287 | -4.0% | 0.00% | -50.0% |
| Q1 2017 | $255,000 | +26.9% | 7,588 | +23.8% | 0.00% | 0.0% |
| Q4 2016 | $201,000 | -4.3% | 6,128 | -14.7% | 0.00% | +100.0% |
| Q1 2016 | $210,000 | – | 7,184 | – | 0.00% | – |
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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% |