SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 356 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $192,313 | -2.8% | 3,436 | 0.0% | 0.02% | +4.8% |
| Q2 2023 | $197,811 | +4.8% | 3,436 | 0.0% | 0.02% | -4.5% |
| Q1 2023 | $188,705 | +2.8% | 3,436 | 0.0% | 0.02% | -4.3% |
| Q4 2022 | $183,620 | +12.0% | 3,436 | 0.0% | 0.02% | -17.9% |
| Q3 2022 | $164,000 | -5.2% | 3,436 | +1.4% | 0.03% | -3.4% |
| Q2 2022 | $173,000 | -8.5% | 3,390 | +5.0% | 0.03% | 0.0% |
| Q1 2022 | $189,000 | 0.0% | 3,230 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $189,000 | +8.6% | 3,230 | 0.0% | 0.03% | -37.0% |
| Q3 2021 | $174,000 | -1.7% | 3,230 | 0.0% | 0.05% | +15.0% |
| Q2 2021 | $177,000 | +6.0% | 3,230 | 0.0% | 0.04% | +5.3% |
| Q1 2021 | $167,000 | +14.4% | 3,230 | 0.0% | 0.04% | +5.6% |
| Q4 2020 | $146,000 | +16.8% | 3,230 | 0.0% | 0.04% | +5.9% |
| Q3 2020 | $125,000 | +5.0% | 3,230 | 0.0% | 0.03% | -2.9% |
| Q2 2020 | $119,000 | +11800.0% | 3,230 | +15281.0% | 0.04% | – |
| Q4 2019 | $1,000 | – | 21 | – | 0.00% | – |
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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% |