SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 299 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $40,000 | -4.8% | 834 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $42,000 | -14.3% | 834 | 0.0% | 0.03% | -3.7% |
| Q1 2022 | $49,000 | 0.0% | 834 | 0.0% | 0.03% | +8.0% |
| Q4 2021 | $49,000 | -14.0% | 834 | -21.6% | 0.02% | -21.9% |
| Q3 2021 | $57,000 | +159.1% | 1,064 | +165.3% | 0.03% | +146.2% |
| Q2 2021 | $22,000 | +83.3% | 401 | +75.9% | 0.01% | +85.7% |
| Q1 2021 | $12,000 | +20.0% | 228 | +0.4% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | -23.1% | 227 | -31.4% | 0.01% | -22.2% |
| Q3 2020 | $13,000 | +8.3% | 331 | +0.3% | 0.01% | 0.0% |
| Q2 2020 | $12,000 | -25.0% | 330 | -36.7% | 0.01% | -25.0% |
| Q1 2020 | $16,000 | -46.7% | 521 | -26.2% | 0.01% | -36.8% |
| Q4 2019 | $30,000 | – | 706 | – | 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% |