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 | $721,349 | -24.6% | 12,888 | -22.5% | 0.02% | -21.1% |
| Q2 2023 | $956,917 | +72.6% | 16,622 | +64.7% | 0.02% | +46.2% |
| Q1 2023 | $554,403 | +3.1% | 10,095 | +0.3% | 0.01% | -13.3% |
| Q4 2022 | $537,657 | +40.4% | 10,061 | +25.5% | 0.02% | +36.4% |
| Q3 2022 | $383,000 | -5.9% | 8,016 | +0.3% | 0.01% | -8.3% |
| Q2 2022 | $407,000 | -12.7% | 7,989 | +0.3% | 0.01% | +9.1% |
| Q1 2022 | $466,000 | – | 7,962 | – | 0.01% | – |
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% |