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 | $1,459,376 | -2.8% | 26,074 | -0.1% | 1.12% | -1.7% |
| Q2 2023 | $1,502,115 | +2.2% | 26,092 | -2.5% | 1.14% | -3.3% |
| Q1 2023 | $1,469,792 | +5.0% | 26,762 | +2.1% | 1.18% | +1.3% |
| Q4 2022 | $1,400,235 | +12.8% | 26,202 | +0.8% | 1.17% | +0.4% |
| Q3 2022 | $1,241,000 | -7.4% | 25,982 | -1.3% | 1.16% | -0.3% |
| Q2 2022 | $1,340,000 | -10.1% | 26,333 | +3.4% | 1.16% | -10.5% |
| Q1 2022 | $1,490,000 | -1.5% | 25,469 | -1.3% | 1.30% | +0.6% |
| Q4 2021 | $1,512,000 | +7.0% | 25,797 | -1.5% | 1.29% | -1.1% |
| Q3 2021 | $1,413,000 | -1.5% | 26,191 | -0.0% | 1.31% | -6.3% |
| Q2 2021 | $1,434,000 | +4.5% | 26,201 | -1.3% | 1.40% | -2.2% |
| Q1 2021 | $1,372,000 | +11.4% | 26,544 | -2.4% | 1.43% | +16.7% |
| Q4 2020 | $1,232,000 | – | 27,209 | – | 1.22% | – |
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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% |