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 | $2,661,754 | -13.8% | 84,020 | -1.2% | 0.47% | -12.7% |
Q2 2023 | $3,087,154 | -1.4% | 85,069 | +1.8% | 0.54% | -9.9% |
Q1 2023 | $3,129,858 | +8.1% | 83,552 | +1.7% | 0.59% | -6.6% |
Q4 2022 | $2,894,376 | -0.9% | 82,133 | +1.2% | 0.64% | -1.2% |
Q3 2022 | $2,921,000 | -10.8% | 81,121 | -0.4% | 0.64% | -6.1% |
Q2 2022 | $3,275,000 | -7.6% | 81,438 | +5.4% | 0.69% | +23.4% |
Q1 2022 | $3,544,000 | +1.0% | 77,253 | +12.8% | 0.56% | +5.3% |
Q4 2021 | $3,509,000 | +12.3% | 68,501 | +9.9% | 0.53% | +5.2% |
Q3 2021 | $3,125,000 | +0.2% | 62,302 | +0.1% | 0.50% | +3.9% |
Q2 2021 | $3,119,000 | +21.6% | 62,212 | +32.8% | 0.48% | -2.4% |
Q4 2020 | $2,565,000 | – | 46,847 | – | 0.50% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TOTAL INVESTMENT MANAGEMENT INC | 2,429,213 | $76,957,470 | 11.02% |
SevenOneSeven Capital Management | 58,356 | $1,831,795 | 4.26% |
Faithward Advisors, LLC | 536,308 | $16,834,712 | 4.10% |
Northwest Capital Management Inc | 227,961 | $7,221,817 | 2.79% |
Kaizen Financial Strategies | 85,573 | $2,710,953 | 2.29% |
SFMG, LLC | 673,501 | $21,336,525 | 2.19% |
Beacon Bridge Wealth Partners, LLC | 73,693 | $2,334,594 | 1.23% |
Barden Capital Management, Inc. | 37,859 | $1,199,373 | 1.17% |
Family Asset Management, LLC | 32,757 | $1,037,756 | 0.76% |
Stokes Family Office, LLC | 157,110 | $4,977,231 | 0.58% |