SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 277 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $229,325 | -2.9% | 4,097 | -0.2% | 0.12% | -5.7% |
| Q2 2023 | $236,241 | -1.6% | 4,104 | -6.1% | 0.12% | -5.4% |
| Q1 2023 | $240,088 | +2.8% | 4,372 | +0.1% | 0.13% | -3.0% |
| Q4 2022 | $233,457 | +12.2% | 4,369 | +0.1% | 0.13% | +10.7% |
| Q3 2022 | $208,000 | -6.3% | 4,365 | +0.1% | 0.12% | -2.4% |
| Q2 2022 | $222,000 | -12.9% | 4,362 | +0.3% | 0.12% | +1.6% |
| Q1 2022 | $255,000 | +0.8% | 4,348 | +0.9% | 0.12% | +2.5% |
| Q4 2021 | $253,000 | +9.1% | 4,311 | +0.1% | 0.12% | -0.8% |
| Q3 2021 | $232,000 | -2.1% | 4,308 | -0.4% | 0.12% | -4.0% |
| Q2 2021 | $237,000 | +6.3% | 4,327 | -1.0% | 0.12% | -3.1% |
| Q1 2021 | $223,000 | – | 4,370 | – | 0.13% | – |
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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% |