SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 386 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $480,337 | +20.8% | 8,582 | +24.2% | 0.02% | +20.0% |
Q2 2023 | $397,667 | -4.6% | 6,908 | -8.9% | 0.02% | -13.0% |
Q1 2023 | $416,630 | +1.1% | 7,586 | -1.6% | 0.02% | -8.0% |
Q4 2022 | $412,025 | +94.4% | 7,710 | +85.1% | 0.02% | +78.6% |
Q3 2022 | $212,000 | 0.0% | 4,166 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $212,000 | +315.7% | 4,166 | +378.3% | 0.01% | +366.7% |
Q4 2021 | $51,000 | +537.5% | 871 | +473.0% | 0.00% | – |
Q3 2021 | $8,000 | +60.0% | 152 | +61.7% | 0.00% | – |
Q1 2021 | $5,000 | – | 94 | – | 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% |