SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 100 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $8,000 | -11.1% | 160 | 0.0% | 0.01% | +20.0% |
| Q1 2022 | $9,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 160 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $9,000 | -30.8% | 160 | -38.5% | 0.01% | -16.7% |
| Q1 2021 | $13,000 | +8.3% | 260 | 0.0% | 0.01% | -25.0% |
| Q4 2020 | $12,000 | +33.3% | 260 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 260 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $8,000 | -27.3% | 260 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $11,000 | +10.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $10,000 | 0.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $10,000 | -96.2% | 260 | -97.4% | 0.01% | -47.4% |
| Q1 2019 | $260,000 | – | 10,004 | – | 0.02% | – |
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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% |