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 | $2,522,799 | -39.7% | 45,074 | -38.0% | 1.70% | -38.2% |
| Q2 2023 | $4,185,281 | +73.7% | 72,699 | +65.7% | 2.75% | +40.2% |
| Q1 2023 | $2,409,465 | -45.1% | 43,872 | -46.6% | 1.96% | -28.0% |
| Q4 2022 | $4,387,668 | +7.9% | 82,105 | -3.5% | 2.73% | +1.8% |
| Q3 2022 | $4,065,000 | +56.9% | 85,120 | +67.2% | 2.68% | +79.9% |
| Q2 2022 | $2,591,000 | +23.1% | 50,902 | +41.5% | 1.49% | +42.6% |
| Q1 2022 | $2,105,000 | +210.9% | 35,974 | +211.7% | 1.04% | +206.5% |
| Q4 2021 | $677,000 | +1474.4% | 11,542 | +1330.2% | 0.34% | +1211.5% |
| Q1 2021 | $43,000 | +13.2% | 807 | +0.4% | 0.03% | -10.3% |
| Q4 2020 | $38,000 | – | 804 | – | 0.03% | – |
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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% |