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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,840 | +298.3% | 86,555 | +340.3% | 0.14% | +351.6% |
| Q2 2023 | $713 | -76.1% | 19,657 | -75.3% | 0.03% | -74.2% |
| Q1 2023 | $2,979 | +736.8% | 79,525 | +687.2% | 0.12% | +566.7% |
| Q4 2022 | $356 | -100.0% | 10,102 | -63.9% | 0.02% | -70.0% |
| Q2 2022 | $1,124,000 | -50.8% | 27,954 | -43.9% | 0.06% | -24.1% |
| Q1 2022 | $2,284,000 | +42.0% | 49,795 | +58.7% | 0.08% | +83.7% |
| Q4 2021 | $1,608,000 | – | 31,380 | – | 0.04% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $1,370,000 | +135.4% | 28,955 | +172.4% | 0.07% | +85.0% |
| Q4 2020 | $582,000 | – | 10,628 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | 2,560,584 | $84,012,775 | 11.05% |
| Northwest Capital Management Inc | 434,866 | $14,267,953 | 5.21% |
| SYKON CAPITAL LLC | 329,395 | $10,807,450 | 4.08% |
| Kaizen Financial Strategies | 123,889 | $4,149,043 | 2.59% |
| Faithward Advisors, LLC | 419,591 | $13,766,766 | 2.49% |
| Beacon Bridge Wealth Partners, LLC | 165,256 | $5,422,049 | 2.49% |
| SFMG, LLC | 636,130 | $20,871,419 | 1.82% |
| Barden Capital Management, Inc. | 35,312 | $1,158,587 | 1.09% |
| COLLECTIVE FAMILY OFFICE LLC | 66,643 | $2,186,557 | 0.64% |
| Stokes Family Office, LLC | 157,255 | $5,159,520 | 0.60% |