SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $45,504 | -6.9% | 813 | -4.2% | 0.01% | 0.0% |
Q2 2023 | $48,877 | +4.8% | 849 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $46,628 | +2.8% | 849 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $45,371 | +10.7% | 849 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $41,000 | -4.7% | 849 | 0.0% | 0.01% | -14.3% |
Q2 2022 | $43,000 | -10.4% | 849 | +4.4% | 0.01% | +16.7% |
Q1 2022 | $48,000 | -17.2% | 813 | -17.4% | 0.01% | -14.3% |
Q4 2021 | $58,000 | +18.4% | 984 | +9.3% | 0.01% | 0.0% |
Q3 2021 | $49,000 | 0.0% | 900 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $49,000 | +4.3% | 900 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $47,000 | +14.6% | 900 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $41,000 | +51.9% | 900 | +26.8% | 0.01% | +40.0% |
Q3 2020 | $27,000 | +3.8% | 710 | 0.0% | 0.01% | -16.7% |
Q2 2020 | $26,000 | -16.1% | 710 | -29.1% | 0.01% | -14.3% |
Q1 2020 | $31,000 | – | 1,001 | – | 0.01% | – |
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% |