SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418 | -43.8% | 7,465 | -45.4% | 0.03% | +57.9% |
| Q2 2023 | $744 | +90.3% | 13,660 | +91.8% | 0.02% | 0.0% |
| Q1 2023 | $391 | +9.5% | 7,122 | +6.7% | 0.02% | -5.0% |
| Q4 2022 | $357 | -99.9% | 6,675 | +0.5% | 0.02% | +5.3% |
| Q3 2022 | $317,000 | -5.4% | 6,641 | +0.8% | 0.02% | +5.6% |
| Q2 2022 | $335,000 | -12.5% | 6,590 | +0.5% | 0.02% | -10.0% |
| Q1 2022 | $383,000 | +0.3% | 6,555 | +0.7% | 0.02% | +5.3% |
| Q4 2021 | $382,000 | -36.3% | 6,510 | -41.5% | 0.02% | -45.7% |
| Q3 2021 | $600,000 | -0.2% | 11,119 | +1.2% | 0.04% | -5.4% |
| Q2 2021 | $601,000 | +13.8% | 10,987 | +7.6% | 0.04% | -7.5% |
| Q1 2021 | $528,000 | +155.1% | 10,210 | +123.3% | 0.04% | +135.3% |
| Q4 2020 | $207,000 | – | 4,573 | – | 0.02% | – |
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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% |