SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 475 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is 0.63 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,471,448 | +5.4% | 66,758 | +6.1% | 0.19% | -9.7% |
| Q1 2024 | $4,240,553 | +12.8% | 62,926 | +3.6% | 0.21% | -10.8% |
| Q4 2023 | $3,760,475 | +13.4% | 60,712 | +2.4% | 0.23% | -1.3% |
| Q3 2023 | $3,317,080 | +0.9% | 59,265 | +3.8% | 0.23% | +8.8% |
| Q2 2023 | $3,287,553 | +15.0% | 57,105 | +9.7% | 0.22% | +36.9% |
| Q1 2023 | $2,859,215 | +11.3% | 52,061 | +8.3% | 0.16% | -6.0% |
| Q4 2022 | $2,568,930 | +12.4% | 48,071 | +0.5% | 0.17% | +1.2% |
| Q3 2022 | $2,285,000 | -13.5% | 47,852 | -7.8% | 0.16% | -11.8% |
| Q2 2022 | $2,643,000 | -14.3% | 51,919 | -1.5% | 0.19% | -1.1% |
| Q1 2022 | $3,084,000 | -4.5% | 52,726 | -4.4% | 0.19% | -6.0% |
| Q4 2021 | $3,231,000 | – | 55,125 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Northwest Bancshares, Inc. | 2,099,479 | $140,623,104 | 23.95% |
| Glassman Wealth Services | 1,490,577 | $99,838,854 | 18.40% |
| RESTON WEALTH MANAGEMENT LLC | 654,843 | $43,861,387 | 17.54% |
| Prairiewood Capital, LLC | 412,243 | $27,612,055 | 13.10% |
| Planned Solutions, Inc. | 342,850 | $22,964,100 | 11.12% |
| McAdam, LLC | 2,750,884 | $184,254,227 | 11.08% |
| Ashford Advisors, LLC | 669,975 | $44,874,926 | 11.01% |
| Kelman-Lazarov, Inc. | 800,453 | $53,614,369 | 10.00% |
| Solitude Financial Services | 298,997 | $20,026,819 | 9.30% |
| Lee Financial Co | 836,020 | $56,143,127 | 9.15% |