SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 6 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,324 | -92.9% | 623 | -92.6% | 0.00% | -93.8% |
| Q2 2023 | $480,361 | +66248.2% | 8,466 | -36.7% | 0.02% | -30.4% |
| Q1 2023 | $724 | +73.2% | 13,381 | +68.3% | 0.02% | +35.3% |
| Q4 2022 | $418 | -99.9% | 7,949 | -35.6% | 0.02% | +88.9% |
| Q3 2022 | $581,000 | +147.2% | 12,336 | +163.9% | 0.01% | +80.0% |
| Q2 2022 | $235,000 | +18.7% | 4,674 | +36.3% | 0.01% | +150.0% |
| Q1 2022 | $198,000 | -42.1% | 3,430 | -41.8% | 0.00% | -66.7% |
| Q4 2021 | $342,000 | +8.6% | 5,890 | +0.1% | 0.01% | -25.0% |
| Q3 2021 | $315,000 | -1.6% | 5,886 | +0.1% | 0.01% | 0.0% |
| Q2 2021 | $320,000 | +15900.0% | 5,883 | +7074.4% | 0.01% | – |
| Q4 2015 | $2,000 | -94.1% | 82 | -93.4% | 0.00% | -100.0% |
| Q4 2013 | $34,000 | – | 1,247 | – | 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% |