SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 33 filers reported holding SCHWAB STRATEGIC TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $377,000 | +7.7% | 8,939 | 0.0% | 0.02% | -3.8% |
| Q3 2019 | $350,000 | -12.5% | 8,939 | -13.5% | 0.03% | -16.1% |
| Q2 2019 | $400,000 | +3.1% | 10,330 | 0.0% | 0.03% | -3.1% |
| Q1 2019 | $388,000 | +12.1% | 10,330 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $346,000 | -15.2% | 10,330 | 0.0% | 0.03% | -20.0% |
| Q3 2018 | $408,000 | +5.7% | 10,330 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $386,000 | +3.2% | 10,330 | 0.0% | 0.04% | -4.8% |
| Q1 2018 | $374,000 | -2.9% | 10,330 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $385,000 | +6.4% | 10,330 | 0.0% | 0.04% | +2.4% |
| Q3 2017 | $362,000 | +4.0% | 10,330 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $348,000 | 0.0% | 10,330 | 0.0% | 0.04% | -4.7% |
| Q1 2017 | $348,000 | +3.6% | 10,330 | 0.0% | 0.04% | -4.4% |
| Q4 2016 | $336,000 | +5.0% | 10,330 | 0.0% | 0.04% | -15.1% |
| Q3 2016 | $320,000 | +3.2% | 10,330 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $310,000 | – | 10,330 | – | 0.05% | – |
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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% |