SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,977,231 | +22.8% | 157,110 | +40.7% | 0.58% | +24.8% |
| Q2 2023 | $4,052,304 | -5.0% | 111,664 | -1.9% | 0.47% | -11.9% |
| Q1 2023 | $4,265,919 | -42.3% | 113,879 | -45.7% | 0.53% | -44.2% |
| Q4 2022 | $7,387,476 | +70.2% | 209,633 | +73.9% | 0.95% | +53.6% |
| Q3 2022 | $4,341,000 | -4.8% | 120,546 | +6.3% | 0.62% | -0.5% |
| Q2 2022 | $4,562,000 | – | 113,432 | – | 0.62% | – |
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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% |