SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,547 | -2.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $28,370 | +4.8% | 500 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $27,060 | +2.9% | 500 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $26,310 | +9.6% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $24,000 | -4.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -57.6% | 500 | -50.0% | 0.00% | -50.0% |
| Q1 2022 | $59,000 | +1.7% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $58,000 | +7.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $54,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $54,000 | +5.9% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $51,000 | +13.3% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $45,000 | +18.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $38,000 | -35.6% | 1,000 | -39.4% | 0.00% | -50.0% |
| Q2 2020 | $59,000 | +18.0% | 1,650 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $50,000 | -28.6% | 1,650 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $70,000 | +79.5% | 1,650 | +65.0% | 0.01% | +66.7% |
| Q3 2019 | $39,000 | 0.0% | 1,000 | 0.0% | 0.00% | -25.0% |
| Q2 2019 | $39,000 | – | 1,000 | – | 0.00% | – |
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% |