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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $16,991 | +13.7% | 273,566 | +2.4% | 0.28% | +3.0% |
| Q3 2023 | $14,950 | -2.6% | 267,115 | +0.1% | 0.27% | +0.8% |
| Q2 2023 | $15,356 | +6.3% | 266,744 | +1.4% | 0.27% | -4.7% |
| Q1 2023 | $14,444 | +5.0% | 262,995 | +2.1% | 0.28% | +0.7% |
| Q4 2022 | $13,761 | -99.9% | 257,509 | +2.0% | 0.28% | +6.9% |
| Q3 2022 | $12,062,000 | -4.4% | 252,563 | +1.9% | 0.26% | +1.2% |
| Q2 2022 | $12,617,000 | -12.0% | 247,882 | +1.1% | 0.26% | +2.0% |
| Q1 2022 | $14,342,000 | -4.5% | 245,167 | -4.3% | 0.25% | -1.6% |
| Q4 2021 | $15,019,000 | +13.3% | 256,224 | +4.3% | 0.26% | +0.8% |
| Q3 2021 | $13,252,000 | +3.2% | 245,631 | +4.7% | 0.25% | +3.3% |
| Q2 2021 | $12,839,000 | +13.5% | 234,634 | +7.1% | 0.24% | +7.5% |
| Q1 2021 | $11,316,000 | +33.6% | 219,012 | +17.1% | 0.23% | +26.0% |
| Q4 2020 | $8,472,000 | +1.1% | 187,065 | -13.5% | 0.18% | -8.1% |
| Q3 2020 | $8,378,000 | +33.6% | 216,325 | +27.1% | 0.20% | +20.1% |
| Q2 2020 | $6,271,000 | +75.5% | 170,219 | +49.3% | 0.16% | +50.5% |
| Q1 2020 | $3,573,000 | +203.8% | 114,045 | +283.7% | 0.11% | +251.6% |
| Q3 2019 | $1,176,000 | +152.9% | 29,725 | +149.8% | 0.03% | +82.4% |
| Q2 2019 | $465,000 | -4.5% | 11,900 | -7.4% | 0.02% | -10.5% |
| Q1 2019 | $487,000 | +36.8% | 12,845 | +22.7% | 0.02% | +26.7% |
| Q4 2018 | $356,000 | +10.2% | 10,470 | +28.5% | 0.02% | +25.0% |
| Q3 2018 | $323,000 | +22.8% | 8,145 | +15.6% | 0.01% | +9.1% |
| Q2 2018 | $263,000 | +255.4% | 7,045 | +244.5% | 0.01% | +266.7% |
| Q1 2018 | $74,000 | -3.9% | 2,045 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $77,000 | +2.7% | 2,045 | -4.7% | 0.00% | 0.0% |
| Q3 2017 | $75,000 | +25.0% | 2,145 | +21.2% | 0.00% | 0.0% |
| Q2 2017 | $60,000 | 0.0% | 1,770 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $60,000 | +3.4% | 1,770 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $58,000 | 0.0% | 1,770 | -4.6% | 0.00% | 0.0% |
| Q3 2016 | $58,000 | -30.1% | 1,855 | -32.5% | 0.00% | -25.0% |
| Q2 2016 | $83,000 | +2.5% | 2,750 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $81,000 | +2600.0% | 2,750 | +2650.0% | 0.00% | – |
| Q4 2015 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2015 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2015 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2015 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2014 | $3,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |