SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,239,000 | -8.4% | 27,000 | +2.3% | 0.08% | +60.0% |
| Q4 2021 | $1,352,000 | +2.1% | 26,400 | 0.0% | 0.05% | +2.0% |
| Q3 2021 | $1,324,000 | 0.0% | 26,400 | 0.0% | 0.05% | -16.9% |
| Q2 2021 | $1,324,000 | +8.6% | 26,400 | +2.5% | 0.06% | +1.7% |
| Q1 2021 | $1,219,000 | +3.0% | 25,763 | +19.3% | 0.06% | -6.5% |
| Q4 2020 | $1,183,000 | -0.4% | 21,600 | +3.0% | 0.06% | -6.1% |
| Q3 2020 | $1,188,000 | +3.8% | 20,973 | +4.3% | 0.07% | -9.6% |
| Q2 2020 | $1,144,000 | +3.7% | 20,104 | +4.6% | 0.07% | -63.7% |
| Q1 2020 | $1,103,000 | – | 19,216 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | 2,429,213 | $76,957,470 | 11.02% |
| SevenOneSeven Capital Management | 58,356 | $1,831,795 | 4.26% |
| Faithward Advisors, LLC | 536,308 | $16,834,712 | 4.10% |
| Northwest Capital Management Inc | 227,961 | $7,221,817 | 2.79% |
| Kaizen Financial Strategies | 85,573 | $2,710,953 | 2.29% |
| SFMG, LLC | 673,501 | $21,336,525 | 2.19% |
| Beacon Bridge Wealth Partners, LLC | 73,693 | $2,334,594 | 1.23% |
| Barden Capital Management, Inc. | 37,859 | $1,199,373 | 1.17% |
| Family Asset Management, LLC | 32,757 | $1,037,756 | 0.76% |
| Stokes Family Office, LLC | 157,110 | $4,977,231 | 0.58% |