SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 72 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $9,480 | +10.9% | 155 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $8,548 | -2.9% | 155 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,804 | – | 155 | – | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2021 | $18,000 | -59.1% | 340 | -58.3% | 0.01% | -62.5% |
| Q2 2021 | $44,000 | +4.8% | 815 | +0.4% | 0.02% | +6.7% |
| Q1 2021 | $42,000 | +16.7% | 812 | +0.4% | 0.02% | +7.1% |
| Q4 2020 | $36,000 | +20.0% | 809 | +0.6% | 0.01% | +7.7% |
| Q3 2020 | $30,000 | -3.2% | 804 | -8.2% | 0.01% | -7.1% |
| Q2 2020 | $31,000 | +3.3% | 876 | -11.4% | 0.01% | -12.5% |
| Q1 2020 | $30,000 | -16.7% | 989 | +13.5% | 0.02% | -11.1% |
| Q4 2019 | $36,000 | +620.0% | 871 | +476.8% | 0.02% | +800.0% |
| Q3 2019 | $5,000 | – | 151 | – | 0.00% | – |
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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% |