SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 83 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $46,000 | 0.0% | 850 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $46,000 | +4.5% | 850 | 0.0% | 0.01% | +11.1% |
| Q1 2021 | $44,000 | -42.1% | 850 | -50.0% | 0.01% | 0.0% |
| Q4 2020 | $76,000 | +137.5% | 1,700 | +100.0% | 0.01% | 0.0% |
| Q3 2020 | $32,000 | +3.2% | 850 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $31,000 | +19.2% | 850 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $26,000 | -27.8% | 850 | 0.0% | 0.01% | -28.6% |
| Q4 2019 | $36,000 | +9.1% | 850 | 0.0% | 0.01% | +7.7% |
| Q3 2019 | $33,000 | 0.0% | 850 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $33,000 | +3.1% | 850 | 0.0% | 0.01% | -7.1% |
| Q1 2019 | $32,000 | +14.3% | 850 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $28,000 | -17.6% | 850 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $34,000 | +6.2% | 850 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $32,000 | – | 850 | – | 0.02% | – |
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% |