SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 351 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $352,219 | +133.3% | 6,293 | +140.0% | 0.00% | – |
Q2 2023 | $150,949 | -45.7% | 2,622 | -48.2% | 0.00% | – |
Q1 2023 | $277,895 | +2.8% | 5,060 | 0.0% | 0.00% | – |
Q4 2022 | $270,406 | +11.3% | 5,060 | -0.4% | 0.00% | -100.0% |
Q3 2022 | $243,000 | -5.8% | 5,078 | +0.4% | 0.00% | 0.0% |
Q2 2022 | $258,000 | -89.2% | 5,060 | -87.6% | 0.00% | -75.0% |
Q1 2022 | $2,384,000 | +129.0% | 40,745 | +129.4% | 0.00% | +100.0% |
Q4 2021 | $1,041,000 | +281.3% | 17,759 | +251.0% | 0.00% | +100.0% |
Q3 2021 | $273,000 | -22.4% | 5,060 | -21.3% | 0.00% | 0.0% |
Q2 2021 | $352,000 | +5.7% | 6,427 | -0.3% | 0.00% | 0.0% |
Q1 2021 | $333,000 | +72.5% | 6,444 | +51.3% | 0.00% | – |
Q4 2020 | $193,000 | +310.6% | 4,260 | +230.5% | 0.00% | – |
Q2 2020 | $47,000 | -20.3% | 1,289 | -31.8% | 0.00% | – |
Q1 2020 | $59,000 | -27.2% | 1,889 | 0.0% | 0.00% | – |
Q4 2019 | $81,000 | -2.4% | 1,889 | -10.4% | 0.00% | – |
Q3 2019 | $83,000 | +66.0% | 2,108 | +63.5% | 0.00% | – |
Q2 2019 | $50,000 | -10.7% | 1,289 | -13.0% | 0.00% | – |
Q1 2019 | $56,000 | -12.5% | 1,482 | -21.4% | 0.00% | – |
Q4 2018 | $64,000 | -15.8% | 1,885 | -1.4% | 0.00% | – |
Q3 2018 | $76,000 | +7.0% | 1,912 | 0.0% | 0.00% | – |
Q2 2018 | $71,000 | -28.3% | 1,912 | -29.6% | 0.00% | – |
Q1 2018 | $99,000 | +9800.0% | 2,716 | +9959.3% | 0.00% | – |
Q4 2017 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q3 2017 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q2 2017 | $1,000 | -99.0% | 27 | -99.1% | 0.00% | – |
Q1 2017 | $102,000 | +4.1% | 3,027 | +0.9% | 0.00% | – |
Q4 2016 | $98,000 | +5.4% | 3,000 | 0.0% | 0.00% | – |
Q3 2016 | $93,000 | +2.2% | 3,000 | 0.0% | 0.00% | – |
Q2 2016 | $91,000 | +3.4% | 3,000 | 0.0% | 0.00% | – |
Q1 2016 | $88,000 | +2.3% | 3,000 | 0.0% | 0.00% | – |
Q4 2015 | $86,000 | +4.9% | 3,000 | 0.0% | 0.00% | – |
Q3 2015 | $82,000 | -7.9% | 3,000 | 0.0% | 0.00% | – |
Q2 2015 | $89,000 | -1.1% | 3,000 | 0.0% | 0.00% | – |
Q1 2015 | $90,000 | 0.0% | 3,000 | 0.0% | 0.00% | – |
Q4 2014 | $90,000 | +3.4% | 3,000 | 0.0% | 0.00% | – |
Q3 2014 | $87,000 | – | 3,000 | – | 0.00% | – |
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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% |