SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 299 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $781,957 | -4.5% | 13,971 | -1.8% | 0.05% | +2.1% |
| Q2 2023 | $818,991 | -3.7% | 14,226 | -8.2% | 0.05% | -7.8% |
| Q1 2023 | $850,766 | -7.9% | 15,491 | -10.4% | 0.05% | -15.0% |
| Q4 2022 | $923,817 | +16.6% | 17,287 | +4.2% | 0.06% | +11.1% |
| Q3 2022 | $792,000 | +7.2% | 16,593 | +14.3% | 0.05% | +12.5% |
| Q2 2022 | $739,000 | +14.4% | 14,523 | +31.5% | 0.05% | +26.3% |
| Q1 2022 | $646,000 | -18.3% | 11,040 | -18.2% | 0.04% | -19.1% |
| Q4 2021 | $791,000 | +10.3% | 13,492 | +1.6% | 0.05% | -2.1% |
| Q3 2021 | $717,000 | – | 13,285 | – | 0.05% | – |
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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% |