SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 71 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $14,000 | -30.0% | 375 | -41.9% | 0.00% | -25.0% |
| Q1 2020 | $20,000 | -25.9% | 645 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $27,000 | +8.0% | 645 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $25,000 | 0.0% | 645 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $25,000 | +4.2% | 645 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $24,000 | -33.3% | 645 | -40.6% | 0.01% | -40.0% |
| Q4 2018 | $36,000 | -16.3% | 1,086 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $43,000 | +4.9% | 1,086 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $41,000 | -8.9% | 1,086 | -12.1% | 0.01% | -16.7% |
| Q1 2018 | $45,000 | -69.0% | 1,236 | -68.3% | 0.01% | -70.7% |
| Q4 2017 | $145,000 | -7.1% | 3,903 | -12.3% | 0.04% | -12.8% |
| Q3 2017 | $156,000 | +17.3% | 4,451 | +13.6% | 0.05% | +11.9% |
| Q2 2017 | $133,000 | -21.3% | 3,919 | -21.8% | 0.04% | -28.8% |
| Q1 2017 | $169,000 | -1.7% | 5,009 | -4.8% | 0.06% | -9.2% |
| Q4 2016 | $172,000 | – | 5,264 | – | 0.06% | – |
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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% |