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 | $6,558,117 | +1460.1% | 117,172 | +1504.7% | 3.14% | +1512.3% |
Q2 2023 | $420,376 | +29.3% | 7,302 | +23.3% | 0.20% | +14.7% |
Q1 2023 | $325,181 | +2.5% | 5,921 | -0.2% | 0.17% | -7.1% |
Q4 2022 | $317,113 | +6.8% | 5,934 | -4.5% | 0.18% | -1.1% |
Q3 2022 | $297,000 | -83.8% | 6,216 | -82.8% | 0.18% | -85.3% |
Q2 2022 | $1,839,000 | -29.0% | 36,124 | -18.4% | 1.26% | -18.0% |
Q1 2022 | $2,591,000 | -54.8% | 44,288 | -54.8% | 1.54% | -52.2% |
Q4 2021 | $5,737,000 | – | 97,891 | – | 3.22% | – |
Download |
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% |