SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41,023 | -2.9% | 745 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $42,249 | +4.8% | 745 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $40,298 | +3.0% | 745 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $39,126 | +11.8% | 744 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $35,000 | -5.4% | 742 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $37,000 | -14.0% | 742 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $43,000 | 0.0% | 742 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $43,000 | +7.5% | 739 | +0.1% | 0.00% | 0.0% |
| Q3 2021 | $40,000 | 0.0% | 738 | 0.0% | 0.00% | -50.0% |
| Q2 2021 | $40,000 | +5.3% | 738 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $38,000 | +15.2% | 738 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | +17.9% | 734 | 0.0% | 0.00% | +100.0% |
| Q3 2020 | $28,000 | +7.7% | 734 | +1.0% | 0.00% | -50.0% |
| Q2 2020 | $26,000 | -18.8% | 727 | -29.2% | 0.00% | -33.3% |
| Q1 2020 | $32,000 | +3.2% | 1,027 | +41.1% | 0.00% | +50.0% |
| Q4 2019 | $31,000 | +10.7% | 728 | +0.8% | 0.00% | 0.0% |
| Q3 2019 | $28,000 | -39.1% | 722 | -39.9% | 0.00% | -50.0% |
| Q2 2019 | $46,000 | +70.4% | 1,202 | +66.5% | 0.00% | +100.0% |
| Q1 2019 | $27,000 | -20.6% | 722 | -29.4% | 0.00% | -33.3% |
| Q4 2018 | $34,000 | +17.2% | 1,022 | +41.6% | 0.00% | 0.0% |
| Q3 2018 | $29,000 | +7.4% | 722 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $27,000 | – | 722 | – | 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% |