SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $279,000 | -25.4% | 9,008 | -27.6% | 0.09% | -35.0% |
| Q2 2016 | $374,000 | -30.6% | 12,441 | -32.3% | 0.14% | -18.6% |
| Q1 2016 | $539,000 | -1.3% | 18,368 | -4.0% | 0.17% | -19.6% |
| Q4 2015 | $546,000 | -1.6% | 19,133 | -6.3% | 0.21% | -16.4% |
| Q3 2015 | $555,000 | -8.4% | 20,425 | -0.0% | 0.26% | -0.8% |
| Q2 2015 | $606,000 | +0.5% | 20,432 | +1.9% | 0.26% | -10.1% |
| Q1 2015 | $603,000 | -0.7% | 20,053 | -0.6% | 0.29% | -14.1% |
| Q4 2014 | $607,000 | – | 20,181 | – | 0.33% | – |
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% |