SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $485,034 | -2.6% | 8,665 | +0.2% | 0.36% | -9.0% |
| Q2 2023 | $498,069 | +13.7% | 8,651 | +8.5% | 0.40% | -3.2% |
| Q1 2023 | $437,998 | -77.6% | 7,975 | -88.9% | 0.41% | -88.0% |
| Q3 2015 | $1,952,000 | -14.2% | 71,595 | -6.4% | 3.43% | +100.5% |
| Q2 2015 | $2,275,000 | -13.2% | 76,475 | -12.4% | 1.71% | -13.9% |
| Q1 2015 | $2,620,000 | -4.8% | 87,334 | -4.4% | 1.98% | +2.9% |
| Q4 2014 | $2,752,000 | +8.0% | 91,386 | +4.1% | 1.93% | -5.6% |
| Q3 2014 | $2,547,000 | – | 87,784 | – | 2.04% | – |
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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% |