SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 25 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,672 | +4.2% | 691 | +7.1% | 0.00% | 0.0% |
| Q1 2024 | $21,756 | -91.7% | 645 | -91.4% | 0.00% | -91.4% |
| Q4 2023 | $261,942 | +16.9% | 7,467 | +5.6% | 0.04% | -28.6% |
| Q3 2023 | $224,009 | +7130.8% | 7,071 | -91.7% | 0.05% | -90.2% |
| Q2 2023 | $3,098 | +281.1% | 85,355 | +303.8% | 0.50% | +274.4% |
| Q1 2023 | $813 | -99.6% | 21,136 | +198.9% | 0.13% | +171.4% |
| Q3 2022 | $224,009 | – | 7,071 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 719,061 | $25,339,710 | 12.76% |
| TOTAL INVESTMENT MANAGEMENT INC | 859,253 | $30,280,091 | 7.37% |
| Faithward Advisors, LLC | 850,189 | $29,960,660 | 6.52% |
| SevenOneSeven Capital Management | 82,405 | $2,903,952 | 6.26% |
| Northwest Capital Management Inc | 234,297 | $8,256,641 | 4.39% |
| Kaizen Financial Strategies | 40,694 | $1,531,315 | 1.51% |
| Stokes Family Office, LLC | 209,633 | $7,387,476 | 0.95% |
| Clear Creek Financial Management, LLC | 82,133 | $2,894,376 | 0.64% |
| Tri-Star Advisors Inc. | 11,886 | $444,893 | 0.22% |
| Charles Schwab Trust Co | 27,663 | $974,844 | 0.13% |