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 | $47,775 | -2.4% | 867 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $48,972 | +5.4% | 863 | +0.6% | 0.00% | 0.0% |
| Q1 2023 | $46,481 | +103191.1% | 858 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $45 | -99.9% | 854 | +0.5% | 0.00% | 0.0% |
| Q3 2022 | $40,000 | -4.8% | 850 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $42,000 | -14.3% | 845 | +0.6% | 0.00% | 0.0% |
| Q1 2022 | $49,000 | 0.0% | 840 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $49,000 | +8.9% | 837 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $45,000 | 0.0% | 833 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $45,000 | +7.1% | 829 | +0.4% | 0.00% | 0.0% |
| Q1 2021 | $42,000 | +13.5% | 826 | +0.4% | 0.00% | 0.0% |
| Q4 2020 | $37,000 | +19.4% | 823 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $31,000 | +6.9% | 819 | +0.9% | 0.00% | +33.3% |
| Q2 2020 | $29,000 | +16.0% | 812 | +0.5% | 0.00% | 0.0% |
| Q1 2020 | $25,000 | -26.5% | 808 | +0.7% | 0.00% | -25.0% |
| Q4 2019 | $34,000 | – | 802 | – | 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% |