SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 15 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| SevenOneSeven Capital Management | 75,441 | $2,807,160 | 6.32% |
| Faithward Advisors, LLC | 744,593 | $27,706,306 | 6.28% |
| TOTAL INVESTMENT MANAGEMENT INC | 848,227 | $31,774,567 | 6.06% |
| Northwest Capital Management Inc | 247,154 | $9,258,396 | 4.49% |
| AVALON CAPITAL MANAGEMENT | 209,038 | $7,830,563 | 4.02% |
| Northern Capital Management, Inc. | 105,047 | $3,935,061 | 3.37% |
| Kaizen Financial Strategies | 62,025 | $2,323,457 | 2.29% |
| Barden Capital Management, Inc. | 38,208 | $1,431,272 | 1.37% |
| Clear Creek Financial Management, LLC | 83,552 | $3,129,858 | 0.59% |
| Stokes Family Office, LLC | 113,879 | $4,265,919 | 0.53% |