SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $229,515 | +4.8% | 4,045 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $218,915 | +2.9% | 4,045 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $212,848 | +4.3% | 4,045 | -0.3% | 0.01% | 0.0% |
| Q2 2022 | $204,000 | -12.8% | 4,056 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $234,000 | -14.3% | 4,056 | -13.7% | 0.01% | -16.7% |
| Q4 2021 | $273,000 | +11.9% | 4,698 | +3.3% | 0.01% | 0.0% |
| Q3 2021 | $244,000 | -1.2% | 4,548 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $247,000 | +6.0% | 4,548 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $233,000 | +14.2% | 4,548 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $204,000 | +61.9% | 4,548 | +43.1% | 0.01% | 0.0% |
| Q3 2018 | $126,000 | +1.6% | 3,179 | -7.1% | 0.01% | +20.0% |
| Q1 2018 | $124,000 | -3.1% | 3,421 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $128,000 | – | 3,421 | – | 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% |