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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $634,533 | -11.3% | 11,337 | -8.8% | 0.43% | -13.8% |
Q2 2023 | $715,401 | -11.9% | 12,427 | -15.9% | 0.50% | -22.3% |
Q1 2023 | $811,997 | -8.9% | 14,785 | -11.4% | 0.64% | -19.0% |
Q4 2022 | $891,671 | +11.0% | 16,685 | -0.8% | 0.79% | +6.6% |
Q3 2022 | $803,000 | +11.7% | 16,822 | +19.0% | 0.74% | +15.3% |
Q2 2022 | $719,000 | -8.6% | 14,131 | +5.1% | 0.64% | -7.5% |
Q1 2022 | $787,000 | -0.9% | 13,446 | -0.8% | 0.70% | +0.6% |
Q4 2021 | $794,000 | +12.3% | 13,549 | +3.3% | 0.69% | +5.2% |
Q3 2021 | $707,000 | +15.0% | 13,111 | +16.7% | 0.66% | +11.1% |
Q2 2021 | $615,000 | +24.2% | 11,236 | +17.2% | 0.59% | +13.2% |
Q1 2021 | $495,000 | -61.7% | 9,589 | -66.4% | 0.52% | -58.6% |
Q4 2020 | $1,291,000 | – | 28,513 | – | 1.27% | – |
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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% |