SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 33 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,309 | +23.6% | 9,227 | +41.5% | 0.04% | +26.7% |
| Q2 2023 | $236,591 | +8.5% | 6,519 | +12.0% | 0.03% | 0.0% |
| Q1 2023 | $218,135 | +4.4% | 5,823 | -1.8% | 0.03% | 0.0% |
| Q4 2022 | $208,942 | -3.3% | 5,929 | -1.3% | 0.03% | -9.1% |
| Q3 2022 | $216,000 | -10.7% | 6,008 | -0.3% | 0.03% | +10.0% |
| Q2 2022 | $242,000 | -16.0% | 6,027 | -4.1% | 0.03% | -9.1% |
| Q1 2022 | $288,000 | -6.8% | 6,285 | +4.1% | 0.03% | -2.9% |
| Q4 2021 | $309,000 | +5.8% | 6,040 | +3.7% | 0.03% | -2.9% |
| Q3 2021 | $292,000 | +3.9% | 5,825 | +3.8% | 0.04% | +2.9% |
| Q2 2021 | $281,000 | +22.7% | 5,610 | +15.8% | 0.03% | +13.3% |
| Q1 2021 | $229,000 | -9.5% | 4,843 | +4.8% | 0.03% | -16.7% |
| Q4 2020 | $253,000 | – | 4,623 | – | 0.04% | – |
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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% |