SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 386 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $949,977 | +5.2% | 16,501 | +0.4% | 0.19% | +1.1% |
| Q1 2023 | $902,869 | +3.1% | 16,440 | +0.4% | 0.18% | -2.1% |
| Q4 2022 | $875,350 | +17.3% | 16,380 | +4.9% | 0.19% | +8.0% |
| Q3 2022 | $746,000 | -11.6% | 15,613 | -5.8% | 0.17% | +1.2% |
| Q2 2022 | $844,000 | -17.0% | 16,581 | -4.6% | 0.17% | +1.2% |
| Q1 2022 | $1,017,000 | +19.5% | 17,385 | +19.7% | 0.17% | +25.0% |
| Q4 2021 | $851,000 | – | 14,522 | – | 0.14% | – |
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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% |