SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,900,834 | +91.5% | 123,110 | +119.4% | 0.01% | +50.0% |
| Q2 2023 | $2,037,311 | +54286.3% | 56,123 | +56023.0% | 0.00% | – |
| Q1 2023 | $3,746 | -68.8% | 100 | -71.4% | 0.00% | – |
| Q4 2022 | $12,000 | -61.3% | 350 | -59.3% | 0.00% | – |
| Q3 2022 | $31,000 | -8.8% | 859 | +0.1% | 0.00% | – |
| Q2 2022 | $34,000 | -15.0% | 858 | +0.2% | 0.00% | – |
| Q1 2022 | $40,000 | +207.7% | 856 | +235.7% | 0.00% | – |
| Q4 2021 | $13,000 | 0.0% | 255 | +0.4% | 0.00% | – |
| Q3 2021 | $13,000 | -92.6% | 254 | -92.7% | 0.00% | – |
| Q2 2021 | $175,000 | -9.3% | 3,483 | -14.7% | 0.00% | – |
| Q1 2021 | $193,000 | – | 4,083 | – | 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% |