SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 408 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is 1.52 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $696,603 | +0.1% | 12,446 | +3.0% | 0.49% | +1.2% |
| Q2 2023 | $695,634 | -83.3% | 12,083 | -84.1% | 0.48% | -86.5% |
| Q1 2023 | $4,174,986 | -5.2% | 76,019 | -7.7% | 3.56% | -5.1% |
| Q4 2022 | $4,402,138 | +12.4% | 82,375 | +0.5% | 3.75% | -14.0% |
| Q3 2022 | $3,916,000 | +13.3% | 81,989 | +20.8% | 4.37% | +17.4% |
| Q2 2022 | $3,455,000 | -46.0% | 67,876 | -38.0% | 3.72% | -18.9% |
| Q1 2022 | $6,401,000 | +76.0% | 109,418 | +76.4% | 4.59% | +94.7% |
| Q4 2021 | $3,636,000 | – | 62,044 | – | 2.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Koesten, Hirschmann & Crabtree, INC. | 611,449 | $35,201,082 | 26.64% |
| Northwest Bancshares, Inc. | 2,058,979 | $118,535,421 | 21.43% |
| RESTON WEALTH MANAGEMENT LLC | 601,567 | $34,632,209 | 16.48% |
| Glassman Wealth Services | 1,431,996 | $82,440,037 | 13.29% |
| Prairiewood Capital, LLC | 304,663 | $17,539,478 | 11.76% |
| Planned Solutions, Inc. | 334,122 | $19,235,406 | 11.37% |
| Your Advocates Ltd., LLP | 374,229 | $21,544,336 | 11.04% |
| Charles Schwab Investment Advisory, Inc. | 122,628,440 | $7,059,719,311 | 10.94% |
| Ashford Advisors, LLC | 628,107 | $36,161 | 10.86% |
| Kelman-Lazarov, Inc. | 777,914 | $44,784,487 | 10.77% |