SCHWAB STRATEGIC TR's ticker is FNDX and the CUSIP is 808524771. A total of 299 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $348,520 | +6.0% | 6,227 | +9.0% | 0.04% | +5.1% |
| Q2 2023 | $328,866 | +67.8% | 5,712 | +60.1% | 0.04% | +50.0% |
| Q1 2023 | $195,955 | +27.3% | 3,568 | +23.8% | 0.03% | +13.0% |
| Q4 2022 | $153,961 | +77.0% | 2,881 | +59.0% | 0.02% | +64.3% |
| Q3 2022 | $87,000 | -4.4% | 1,812 | +1.9% | 0.01% | -6.7% |
| Q2 2022 | $91,000 | +62.5% | 1,779 | +87.3% | 0.02% | +66.7% |
| Q1 2022 | $56,000 | +7.7% | 950 | +6.3% | 0.01% | +12.5% |
| Q4 2021 | $52,000 | +5100.0% | 894 | +8840.0% | 0.01% | – |
| Q2 2021 | $1,000 | – | 10 | – | 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% |