SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 378 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
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% | – |
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% |