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 | $216,522 | -2.8% | 3,869 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $222,712 | -6.2% | 3,869 | -12.9% | 0.01% | -25.0% |
| Q4 2022 | $237,333 | +11.9% | 4,441 | +6.7% | 0.02% | 0.0% |
| Q2 2022 | $212,000 | -4.9% | 4,163 | +9.0% | 0.02% | 0.0% |
| Q1 2022 | $223,000 | -0.4% | 3,818 | -0.2% | 0.02% | 0.0% |
| Q4 2021 | $224,000 | -67.1% | 3,826 | -76.0% | 0.02% | -82.8% |
| Q4 2019 | $681,000 | -7.8% | 15,962 | -14.5% | 0.09% | -19.1% |
| Q3 2019 | $739,000 | +1.9% | 18,673 | +0.7% | 0.12% | -0.9% |
| Q2 2019 | $725,000 | – | 18,537 | – | 0.12% | – |
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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% |