SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,688,015 | -1.6% | 298,160 | +1.2% | 0.16% | -3.5% |
Q2 2023 | $16,966,570 | +5.2% | 294,712 | +0.4% | 0.17% | -2.9% |
Q1 2023 | $16,124,888 | -4.8% | 293,607 | -7.4% | 0.18% | +15.9% |
Q4 2022 | $16,942,030 | -99.9% | 317,029 | -51.1% | 0.15% | -9.0% |
Q3 2022 | $15,506,491,000 | +137405.5% | 648,700 | +192.8% | 0.17% | +43.1% |
Q2 2022 | $11,277,000 | -53.0% | 221,548 | -45.9% | 0.12% | -53.6% |
Q1 2022 | $23,971,000 | +41.9% | 409,765 | +42.2% | 0.25% | +46.2% |
Q4 2021 | $16,889,000 | +41.0% | 288,151 | +29.8% | 0.17% | +42.5% |
Q3 2021 | $11,978,000 | +1.9% | 222,011 | +3.3% | 0.12% | -9.8% |
Q2 2021 | $11,760,000 | +3.1% | 214,906 | -2.6% | 0.13% | -8.3% |
Q1 2021 | $11,403,000 | +10.9% | 220,695 | -3.3% | 0.14% | +21.8% |
Q4 2020 | $10,284,000 | -99.9% | 228,185 | +5.6% | 0.12% | -23.7% |
Q3 2020 | $8,371,000,000 | – | 216,128 | – | 0.16% | – |
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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% |