SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $293,000 | +2.1% | 6,977 | -4.9% | 0.00% | 0.0% |
| Q3 2019 | $287,000 | +4.0% | 7,339 | +3.1% | 0.00% | 0.0% |
| Q2 2019 | $276,000 | -55.6% | 7,117 | -57.0% | 0.00% | -60.0% |
| Q1 2019 | $622,000 | +174.0% | 16,551 | +144.6% | 0.01% | +150.0% |
| Q4 2018 | $227,000 | -13.0% | 6,767 | +2.9% | 0.00% | 0.0% |
| Q3 2018 | $261,000 | +60.1% | 6,578 | +45.5% | 0.00% | 0.0% |
| Q2 2018 | $163,000 | 0.0% | 4,521 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $163,000 | +32.5% | 4,521 | +36.9% | 0.00% | +100.0% |
| Q4 2017 | $123,000 | +20.6% | 3,302 | +13.9% | 0.00% | 0.0% |
| Q3 2017 | $102,000 | +117.0% | 2,899 | +109.8% | 0.00% | 0.0% |
| Q2 2017 | $47,000 | +104.3% | 1,382 | +103.5% | 0.00% | – |
| Q1 2017 | $23,000 | – | 679 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SFMG, LLC | 1,012,721 | $27,495,000 | 6.65% |
| Bouchey Financial Group Ltd | 494,512 | $13,426,000 | 6.46% |
| Retirement Planning Group, LLC | 392,697 | $10,662,000 | 4.68% |
| SOL Capital Management CO | 31,212 | $847,000 | 0.33% |
| TWO SIGMA SECURITIES, LLC | 7,411 | $201,000 | 0.32% |
| VALLEY NATIONAL ADVISERS INC | 18,120 | $492,000 | 0.30% |
| LVW Advisors, LLC | 20,425 | $555,000 | 0.26% |
| Vigilant Capital Management, LLC | 40,575 | $1,102,000 | 0.22% |
| HT Partners LLC | 9,453 | $257,000 | 0.17% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 246,322 | $6,688,000 | 0.08% |