SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $997,273 | -2.8% | 17,818 | 0.0% | 0.43% | +5.2% |
Q2 2023 | $1,025,782 | +0.3% | 17,818 | -4.3% | 0.41% | -5.6% |
Q1 2023 | $1,022,501 | +2.8% | 18,618 | 0.0% | 0.43% | -4.7% |
Q4 2022 | $994,946 | +11.9% | 18,618 | 0.0% | 0.45% | +1.3% |
Q3 2022 | $889,000 | -6.2% | 18,618 | 0.0% | 0.44% | -1.1% |
Q2 2022 | $948,000 | +117.9% | 18,618 | +150.6% | 0.45% | +140.6% |
Q1 2022 | $435,000 | +33.0% | 7,428 | +33.0% | 0.19% | +10.0% |
Q4 2021 | $327,000 | +8.6% | 5,583 | 0.0% | 0.17% | 0.0% |
Q3 2021 | $301,000 | -1.6% | 5,583 | 0.0% | 0.17% | +1.2% |
Q2 2021 | $306,000 | -20.3% | 5,583 | -24.8% | 0.17% | -30.9% |
Q1 2021 | $384,000 | +14.3% | 7,429 | 0.0% | 0.24% | +8.0% |
Q4 2020 | $336,000 | +10.2% | 7,429 | -5.7% | 0.22% | -6.2% |
Q3 2020 | $305,000 | +5.2% | 7,879 | 0.0% | 0.24% | -4.4% |
Q2 2020 | $290,000 | +16.5% | 7,879 | -1.0% | 0.25% | +1.2% |
Q1 2020 | $249,000 | -41.0% | 7,959 | -19.4% | 0.25% | -33.5% |
Q4 2019 | $422,000 | – | 9,878 | – | 0.37% | – |
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% |