SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 51 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $672,883 | -72.7% | 21,240 | -68.7% | 0.34% | -70.3% |
| Q2 2023 | $2,466,196 | -68.5% | 67,958 | -67.5% | 1.15% | -71.3% |
| Q1 2023 | $7,830,563 | -69.1% | 209,038 | -70.9% | 4.02% | -68.5% |
| Q4 2022 | $25,339,710 | +82.0% | 719,061 | +107.8% | 12.76% | +124.0% |
| Q2 2022 | $13,920,000 | -4.6% | 346,095 | -1.1% | 5.70% | +1.7% |
| Q1 2022 | $14,589,000 | – | 350,116 | – | 5.60% | – |
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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% |