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 | $370,465 | -7.4% | 6,619 | -4.8% | 0.00% | – |
| Q2 2023 | $400,284 | +7.3% | 6,953 | +2.4% | 0.00% | – |
| Q1 2023 | $373,017 | -9.8% | 6,792 | -12.2% | 0.00% | – |
| Q4 2022 | $413,626 | +39.7% | 7,740 | +33.1% | 0.00% | – |
| Q2 2022 | $296,000 | -27.8% | 5,816 | -17.0% | 0.00% | – |
| Q1 2022 | $410,000 | +22.4% | 7,011 | +22.5% | 0.00% | – |
| Q4 2021 | $335,000 | +4.0% | 5,721 | -4.3% | 0.00% | – |
| Q3 2021 | $322,000 | +31.4% | 5,976 | +33.5% | 0.00% | – |
| Q2 2021 | $245,000 | +6.1% | 4,476 | 0.0% | 0.00% | – |
| Q1 2021 | $231,000 | -63.1% | 4,476 | -73.7% | 0.00% | – |
| Q2 2020 | $626,000 | – | 16,988 | – | 0.00% | – |
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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% |