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 | $397,064 | +15.4% | 7,094 | +18.7% | 0.02% | +11.1% |
| Q2 2023 | $344,028 | +36.5% | 5,976 | +30.3% | 0.02% | +28.6% |
| Q1 2023 | $251,992 | -9.4% | 4,588 | -11.9% | 0.01% | -17.6% |
| Q4 2022 | $278,250 | +11.3% | 5,207 | -0.5% | 0.02% | -10.5% |
| Q3 2022 | $250,000 | +1215.8% | 5,234 | +904.6% | 0.02% | +280.0% |
| Q1 2018 | $19,000 | -5.0% | 521 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $20,000 | +11.1% | 521 | 0.0% | 0.01% | -37.5% |
| Q3 2017 | $18,000 | +1700.0% | 521 | 0.0% | 0.01% | – |
| Q2 2017 | $1,000 | -94.1% | 521 | 0.0% | 0.00% | -100.0% |
| Q1 2017 | $17,000 | -5.6% | 521 | -4.2% | 0.01% | -21.4% |
| Q4 2016 | $18,000 | – | 544 | – | 0.01% | – |
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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% |