SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $826 | -99.0% | 15 | -99.2% | 0.00% | -100.0% |
| Q3 2022 | $85,000 | +129.7% | 1,813 | +148.4% | 0.04% | +147.1% |
| Q2 2022 | $37,000 | -42.2% | 730 | -34.1% | 0.02% | -34.6% |
| Q1 2022 | $64,000 | -23.8% | 1,107 | -23.9% | 0.03% | -23.5% |
| Q4 2021 | $84,000 | +7.7% | 1,454 | 0.0% | 0.03% | -2.9% |
| Q3 2021 | $78,000 | -1.3% | 1,454 | 0.0% | 0.04% | -2.8% |
| Q2 2021 | $79,000 | -34.7% | 1,454 | -38.3% | 0.04% | -40.0% |
| Q1 2021 | $121,000 | +14.2% | 2,356 | 0.0% | 0.06% | +5.3% |
| Q4 2020 | $106,000 | +17.8% | 2,356 | 0.0% | 0.06% | +1.8% |
| Q3 2020 | $90,000 | +5.9% | 2,356 | 0.0% | 0.06% | -1.8% |
| Q2 2020 | $85,000 | -70.3% | 2,356 | -74.8% | 0.06% | -70.5% |
| Q1 2020 | $286,000 | – | 9,331 | – | 0.19% | – |
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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% |