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 | $2,127 | -2.8% | 38 | 0.0% | 0.00% | – |
Q2 2023 | $2,188 | +4.8% | 38 | 0.0% | 0.00% | – |
Q1 2023 | $2,087 | +2.8% | 38 | 0.0% | 0.00% | – |
Q4 2022 | $2,031 | -99.9% | 38 | 0.0% | 0.00% | – |
Q3 2022 | $1,815,000 | -6.2% | 38 | 0.0% | 0.00% | – |
Q2 2022 | $1,934,000 | -13.0% | 38 | 0.0% | 0.00% | – |
Q1 2022 | $2,224,000 | -0.1% | 38 | 0.0% | 0.00% | – |
Q4 2021 | $2,227,000 | +8.6% | 38 | 0.0% | 0.00% | – |
Q3 2021 | $2,050,000 | -1.4% | 38 | 0.0% | 0.00% | – |
Q2 2021 | $2,080,000 | +5.9% | 38 | 0.0% | 0.00% | – |
Q1 2021 | $1,964,000 | +14.1% | 38 | 0.0% | 0.00% | – |
Q4 2020 | $1,721,000 | +102.9% | 38 | +65.2% | 0.00% | – |
Q2 2020 | $848,000 | -97.6% | 23 | -97.9% | 0.00% | -100.0% |
Q1 2020 | $34,747,000 | -26.6% | 1,109 | 0.0% | 0.01% | -16.7% |
Q4 2019 | $47,335,000 | +6.9% | 1,109 | -0.9% | 0.01% | -7.7% |
Q3 2019 | $44,259,000 | +0.3% | 1,119 | -0.8% | 0.01% | -13.3% |
Q2 2019 | $44,144,000 | – | 1,128 | – | 0.02% | – |
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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% |