SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 108 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $726,708 | -3.3% | 13,190 | -0.4% | 0.01% | 0.0% |
Q2 2023 | $751,774 | +3.7% | 13,249 | -1.1% | 0.01% | 0.0% |
Q1 2023 | $724,664 | +2.9% | 13,390 | +0.1% | 0.01% | -8.3% |
Q4 2022 | $704,054 | +11.8% | 13,380 | +0.1% | 0.01% | 0.0% |
Q3 2022 | $630,000 | -6.1% | 13,369 | +0.1% | 0.01% | -7.7% |
Q2 2022 | $671,000 | -13.0% | 13,361 | +0.1% | 0.01% | 0.0% |
Q1 2022 | $771,000 | -0.4% | 13,351 | +0.1% | 0.01% | +8.3% |
Q4 2021 | $774,000 | – | 13,340 | – | 0.01% | – |
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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% |