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 | $3,651,167 | -2.9% | 65,234 | -0.2% | 0.18% | +2.3% |
| Q2 2023 | $3,761,701 | +5.1% | 65,341 | +0.3% | 0.17% | -6.5% |
| Q1 2023 | $3,579,295 | +3.3% | 65,173 | +0.5% | 0.18% | -0.5% |
| Q4 2022 | $3,466,119 | +21.3% | 64,860 | +8.4% | 0.19% | +7.5% |
| Q3 2022 | $2,857,000 | +44.7% | 59,821 | +54.3% | 0.17% | +55.9% |
| Q2 2022 | $1,974,000 | -3.8% | 38,779 | +10.6% | 0.11% | +7.8% |
| Q1 2022 | $2,051,000 | +124.9% | 35,051 | +125.2% | 0.10% | +134.1% |
| Q4 2021 | $912,000 | – | 15,566 | – | 0.04% | – |
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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% |