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 | $790,892 | +71.1% | 14,131 | +76.0% | 0.02% | +60.0% |
| Q2 2023 | $462,345 | -17.5% | 8,031 | -21.3% | 0.02% | -21.1% |
| Q1 2023 | $560,678 | +74.8% | 10,209 | +70.1% | 0.02% | +58.3% |
| Q4 2022 | $320,800 | +16.2% | 6,003 | +3.9% | 0.01% | +9.1% |
| Q3 2022 | $276,000 | -47.8% | 5,778 | -44.4% | 0.01% | -50.0% |
| Q2 2022 | $529,000 | +2.5% | 10,391 | +17.7% | 0.02% | 0.0% |
| Q1 2022 | $516,000 | +50.9% | 8,829 | +51.4% | 0.02% | +46.7% |
| Q4 2021 | $342,000 | +21.3% | 5,833 | +11.4% | 0.02% | +7.1% |
| Q3 2021 | $282,000 | -0.4% | 5,234 | +1.1% | 0.01% | 0.0% |
| Q2 2021 | $283,000 | +6.0% | 5,179 | +0.1% | 0.01% | -6.7% |
| Q1 2021 | $267,000 | -26.8% | 5,175 | -35.8% | 0.02% | -31.8% |
| Q4 2020 | $365,000 | – | 8,063 | – | 0.02% | – |
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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% |