SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,054 | -2.8% | 9,613 | +0.0% | 0.18% | +1.1% |
| Q2 2023 | $553,383 | +12.2% | 9,612 | +7.0% | 0.18% | -1.7% |
| Q1 2023 | $493,206 | +2.5% | 8,980 | -0.3% | 0.18% | -6.2% |
| Q4 2022 | $481,256 | +18.5% | 9,006 | +6.0% | 0.19% | +15.0% |
| Q3 2022 | $406,000 | -9.8% | 8,500 | -3.9% | 0.17% | -6.7% |
| Q2 2022 | $450,000 | – | 8,848 | – | 0.18% | – |
Download | ||||||
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% |