SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 33 filers reported holding SCHWAB STRATEGIC TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,402,000 | +6.4% | 39,977 | +2.3% | 0.01% | 0.0% |
| Q2 2017 | $1,318,000 | +2.3% | 39,077 | +2.2% | 0.01% | -11.1% |
| Q1 2017 | $1,288,000 | +8.0% | 38,219 | +4.2% | 0.01% | 0.0% |
| Q4 2016 | $1,193,000 | +11.6% | 36,677 | +6.4% | 0.01% | +12.5% |
| Q3 2016 | $1,069,000 | +4.5% | 34,477 | +1.2% | 0.01% | -11.1% |
| Q2 2016 | $1,023,000 | +5.0% | 34,077 | +2.7% | 0.01% | 0.0% |
| Q1 2016 | $974,000 | +1.0% | 33,177 | -1.8% | 0.01% | 0.0% |
| Q4 2015 | $964,000 | +33.3% | 33,777 | +26.9% | 0.01% | +12.5% |
| Q3 2015 | $723,000 | +186.9% | 26,621 | +212.7% | 0.01% | +166.7% |
| Q2 2015 | $252,000 | -1.6% | 8,514 | +0.0% | 0.00% | 0.0% |
| Q1 2015 | $256,000 | -19.7% | 8,513 | -19.8% | 0.00% | -25.0% |
| Q4 2014 | $319,000 | +15.2% | 10,613 | +10.4% | 0.00% | +33.3% |
| Q3 2014 | $277,000 | -0.7% | 9,610 | +0.0% | 0.00% | 0.0% |
| Q2 2014 | $279,000 | – | 9,609 | – | 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% |