SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,650,743 | -25.9% | 399,329 | -15.1% | 0.00% | -33.3% |
| Q2 2023 | $17,074,191 | +687.3% | 470,493 | +712.7% | 0.01% | +500.0% |
| Q1 2023 | $2,168,784 | +96.4% | 57,896 | +84.8% | 0.00% | 0.0% |
| Q4 2022 | $1,104,104 | -62.1% | 31,331 | -61.2% | 0.00% | 0.0% |
| Q3 2022 | $2,910,000 | +51.9% | 80,816 | +69.7% | 0.00% | 0.0% |
| Q2 2022 | $1,916,000 | -49.8% | 47,631 | -42.7% | 0.00% | 0.0% |
| Q1 2022 | $3,813,000 | -16.3% | 83,120 | -6.5% | 0.00% | -50.0% |
| Q4 2021 | $4,554,000 | -45.1% | 88,901 | -46.2% | 0.00% | -33.3% |
| Q3 2021 | $8,296,000 | +28.2% | 165,391 | +28.2% | 0.00% | 0.0% |
| Q2 2021 | $6,469,000 | +456.2% | 129,028 | +424.8% | 0.00% | +200.0% |
| Q1 2021 | $1,163,000 | -26.6% | 24,584 | -12.0% | 0.00% | 0.0% |
| Q3 2020 | $1,584,000 | -11.1% | 27,930 | -10.7% | 0.00% | 0.0% |
| Q2 2020 | $1,782,000 | -85.8% | 31,291 | -85.7% | 0.00% | -91.7% |
| Q1 2020 | $12,522,000 | +660.8% | 218,107 | +525.9% | 0.01% | +500.0% |
| Q4 2019 | $1,646,000 | – | 34,848 | – | 0.00% | – |
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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% |