SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 47 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $42,000 | -39.1% | 1,002 | -43.6% | 0.00% | -100.0% |
Q3 2019 | $69,000 | -57.1% | 1,778 | -57.2% | 0.00% | 0.0% |
Q2 2019 | $161,000 | +14.2% | 4,154 | +10.7% | 0.00% | 0.0% |
Q1 2019 | $141,000 | -55.4% | 3,754 | -60.3% | 0.00% | -66.7% |
Q4 2018 | $316,000 | -22.2% | 9,454 | -7.9% | 0.00% | -25.0% |
Q3 2018 | $406,000 | +30.1% | 10,267 | +23.3% | 0.00% | 0.0% |
Q2 2018 | $312,000 | +2.6% | 8,324 | -1.1% | 0.00% | 0.0% |
Q1 2018 | $304,000 | -3.2% | 8,418 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $314,000 | +25.1% | 8,418 | +17.6% | 0.00% | 0.0% |
Q3 2017 | $251,000 | +4.1% | 7,159 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $241,000 | 0.0% | 7,159 | 0.0% | 0.00% | -20.0% |
Q1 2017 | $241,000 | +5.7% | 7,159 | +2.3% | 0.01% | 0.0% |
Q4 2016 | $228,000 | +5.1% | 7,000 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $217,000 | +3.3% | 7,000 | 0.0% | 0.01% | -16.7% |
Q2 2016 | $210,000 | – | 7,000 | – | 0.01% | – |
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% |