SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 348 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,287,015 | +3.5% | 666,196 | +6.5% | 8.35% | +4.5% |
| Q2 2023 | $36,017,582 | +18.8% | 625,631 | +13.3% | 7.99% | +12.6% |
| Q1 2023 | $30,325,298 | +15.7% | 552,172 | +12.6% | 7.10% | +8.8% |
| Q4 2022 | $26,200,001 | +95.5% | 490,269 | +74.7% | 6.52% | +56.8% |
| Q3 2022 | $13,401,000 | +20.3% | 280,589 | +28.2% | 4.16% | +21.7% |
| Q2 2022 | $11,143,000 | +63.8% | 218,911 | +88.6% | 3.42% | +83.1% |
| Q4 2021 | $6,804,000 | +28.5% | 116,094 | +18.3% | 1.87% | +19.2% |
| Q3 2021 | $5,293,000 | – | 98,115 | – | 1.57% | – |
Download | ||||||
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% |