SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $673,044 | -55.0% | 17,967 | -56.7% | 0.00% | -50.0% |
| Q3 2022 | $1,494,000 | -31.7% | 41,490 | -23.8% | 0.00% | -33.3% |
| Q2 2022 | $2,189,000 | -40.0% | 54,430 | -31.6% | 0.00% | -25.0% |
| Q1 2022 | $3,650,000 | +5.2% | 79,572 | +15.0% | 0.00% | 0.0% |
| Q2 2021 | $3,468,000 | +153.1% | 69,168 | +139.0% | 0.00% | +100.0% |
| Q1 2021 | $1,370,000 | -71.9% | 28,945 | -67.4% | 0.00% | -66.7% |
| Q4 2020 | $4,870,000 | – | 88,912 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 350,116 | $14,589,000 | 5.60% |
| Northwest Capital Management Inc | 117,885 | $5,407,000 | 2.54% |
| Charles Schwab Trust Co | 69,230 | $3,176,000 | 0.56% |
| Clear Creek Financial Management, LLC | 77,253 | $3,544,000 | 0.56% |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 27,000 | $1,239,000 | 0.08% |
| FLOW TRADERS U.S. LLC | 49,795 | $2,284,000 | 0.08% |
| SeaCrest Wealth Management, LLC | 6,285 | $288,000 | 0.03% |
| IMC-Chicago, LLC | 79,572 | $3,650,000 | 0.00% |
| Charles Schwab Investment Advisory, Inc. | 30,932 | $1,419,000 | 0.00% |
| Qube Research & Technologies Ltd | 4,079 | $187,000 | 0.00% |