SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 382 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
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% | – |
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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% |