SCHWAB STRATEGIC TR's ticker is FNDB and the CUSIP is 808524789. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $939 | +31.0% | 17,043 | +35.0% | 0.00% | +100.0% |
| Q2 2023 | $717 | +2.7% | 12,629 | -2.1% | 0.00% | 0.0% |
| Q1 2023 | $698 | +16.9% | 12,899 | +13.5% | 0.00% | 0.0% |
| Q4 2022 | $597 | -99.9% | 11,363 | +7.5% | 0.00% | 0.0% |
| Q3 2022 | $498,000 | +62.2% | 10,573 | +72.9% | 0.00% | 0.0% |
| Q2 2022 | $307,000 | -28.1% | 6,115 | -17.4% | 0.00% | 0.0% |
| Q1 2022 | $427,000 | +7.3% | 7,399 | +7.8% | 0.00% | 0.0% |
| Q4 2021 | $398,000 | +42.1% | 6,864 | +31.3% | 0.00% | 0.0% |
| Q3 2021 | $280,000 | -1.1% | 5,229 | +0.4% | 0.00% | 0.0% |
| Q2 2021 | $283,000 | -78.9% | 5,206 | -86.0% | 0.00% | -85.7% |
| Q1 2018 | $1,342,000 | -10.1% | 37,068 | -7.5% | 0.01% | -12.5% |
| Q4 2017 | $1,493,000 | – | 40,052 | – | 0.01% | – |
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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% |