Haverford Trust Co - SCHWAB STRATEGIC TR ownership

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
Haverford Trust Co ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$12,182,934
-0.9%
217,669
+1.9%
0.15%
+6.5%
Q2 2023$12,299,773
+14.4%
213,649
+9.2%
0.14%
+8.6%
Q1 2023$10,746,855
+13.2%
195,682
+10.2%
0.13%
+9.4%
Q4 2022$9,489,982
+32.2%
177,582
+18.2%
0.12%
+19.4%
Q3 2022$7,177,000
+84.8%
150,278
+96.9%
0.10%
+92.2%
Q2 2022$3,884,00076,3150.05%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
Koesten, Hirschmann & Crabtree, INC. 611,449$35,201,08226.64%
Northwest Bancshares, Inc. 2,058,979$118,535,42121.43%
RESTON WEALTH MANAGEMENT LLC 601,567$34,632,20916.48%
Glassman Wealth Services 1,431,996$82,440,03713.29%
Prairiewood Capital, LLC 304,663$17,539,47811.76%
Planned Solutions, Inc. 334,122$19,235,40611.37%
Your Advocates Ltd., LLP 374,229$21,544,33611.04%
Charles Schwab Investment Advisory, Inc. 122,628,440$7,059,719,31110.94%
Ashford Advisors, LLC 628,107$36,16110.86%
Kelman-Lazarov, Inc. 777,914$44,784,48710.77%
View complete list of SCHWAB STRATEGIC TR shareholders