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 | $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. | 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% |