SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 185 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,653,010 | +2.2% | 190,334 | +5.1% | 2.36% | +7.5% |
| Q2 2023 | $10,424,600 | +14.2% | 181,028 | +9.0% | 2.20% | -7.1% |
| Q1 2023 | $9,125,258 | +1.4% | 166,155 | -1.4% | 2.36% | -5.1% |
| Q4 2022 | $9,003,472 | +11.2% | 168,478 | -0.7% | 2.49% | -1.4% |
| Q3 2022 | $8,100,000 | -6.4% | 169,597 | -0.3% | 2.53% | -6.6% |
| Q2 2022 | $8,658,000 | -13.9% | 170,090 | -1.1% | 2.71% | -61.2% |
| Q1 2022 | $10,057,000 | -2.9% | 171,907 | -2.7% | 6.97% | +4.5% |
| Q4 2021 | $10,353,000 | +10.0% | 176,638 | +1.2% | 6.68% | +9.1% |
| Q3 2021 | $9,413,000 | +5.2% | 174,479 | +6.7% | 6.12% | -7.6% |
| Q2 2021 | $8,945,000 | +6.9% | 163,483 | +0.9% | 6.62% | +23.9% |
| Q1 2021 | $8,370,000 | +16.2% | 162,003 | +1.9% | 5.35% | +14.0% |
| Q4 2020 | $7,200,000 | +16.1% | 158,989 | -0.7% | 4.69% | +1.6% |
| Q3 2020 | $6,199,000 | +4.5% | 160,058 | -0.6% | 4.62% | -20.6% |
| Q2 2020 | $5,933,000 | +11.6% | 161,051 | -5.1% | 5.82% | -12.8% |
| Q1 2020 | $5,317,000 | -23.0% | 169,700 | +4.9% | 6.67% | -2.3% |
| Q4 2019 | $6,904,000 | – | 161,770 | – | 6.83% | – |
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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% |