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 | $1,453,014 | -2.3% | 25,961 | +0.5% | 0.01% | +200.0% |
| Q2 2023 | $1,486,932 | +117.0% | 25,828 | +107.0% | 0.00% | -85.7% |
| Q1 2023 | $685,291 | +34.0% | 12,478 | 0.0% | 0.01% | +133.3% |
| Q4 2022 | $511,560 | -14.2% | 12,478 | 0.0% | 0.01% | -25.0% |
| Q3 2022 | $596,000 | -12.0% | 12,478 | -6.3% | 0.01% | 0.0% |
| Q2 2022 | $677,000 | +20.9% | 13,314 | +39.1% | 0.01% | +33.3% |
| Q1 2022 | $560,000 | -0.2% | 9,570 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $561,000 | +5.8% | 9,570 | -2.5% | 0.01% | -28.6% |
| Q3 2021 | $530,000 | – | 9,820 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Koesten, Hirschmann & Crabtree, INC. | 611,449 | $35,201,082 | 26.64% |
| Northwest Bancshares, Inc. | 2,058,979 | $118,535,421 | 21.43% |
| RESTON WEALTH MANAGEMENT LLC | 601,567 | $34,632,209 | 16.48% |
| Glassman Wealth Services | 1,431,996 | $82,440,037 | 13.29% |
| Prairiewood Capital, LLC | 304,663 | $17,539,478 | 11.76% |
| Planned Solutions, Inc. | 334,122 | $19,235,406 | 11.37% |
| Your Advocates Ltd., LLP | 374,229 | $21,544,336 | 11.04% |
| Charles Schwab Investment Advisory, Inc. | 122,628,440 | $7,059,719,311 | 10.94% |
| Ashford Advisors, LLC | 628,107 | $36,161 | 10.86% |
| Kelman-Lazarov, Inc. | 777,914 | $44,784,487 | 10.77% |