SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $25,796 | -5.4% | 777 | 0.0% | 0.02% | +11.1% |
| Q1 2024 | $27,257 | 0.0% | 777 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $27,257 | +10.7% | 777 | 0.0% | 0.02% | 0.0% |
| Q3 2023 | $24,615 | -11.8% | 777 | 0.0% | 0.02% | -10.0% |
| Q2 2023 | $27,918 | -4.1% | 777 | 0.0% | 0.02% | -4.8% |
| Q1 2023 | $29,106 | +103850.0% | 777 | 0.0% | 0.02% | -4.5% |
| Q4 2022 | $28 | -99.9% | 777 | 0.0% | 0.02% | -15.4% |
| Q3 2022 | $28,000 | -9.7% | 777 | 0.0% | 0.03% | +4.0% |
| Q2 2022 | $31,000 | – | 777 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | 2,510,870 | $88,081,308 | 11.18% |
| SevenOneSeven Capital Management | 4,288 | $143,949 | 6.63% |
| Northwest Capital Management Inc | 506,542 | $17,769,480 | 5.96% |
| Faithward Advisors, LLC | 413,419 | $13,878,480 | 3.08% |
| Kaizen Financial Strategies | 93,942 | $3,295,485 | 2.50% |
| SFMG, LLC | 655,029 | $22,978,410 | 2.13% |
| Beacon Bridge Wealth Partners, LLC | 105,646 | $3,706,062 | 1.85% |
| Family Asset Management, LLC | 43,862 | $1,538,662 | 1.03% |
| Barden Capital Management, Inc. | 37,859 | $1,199,373 | 0.98% |
| Stokes Family Office, LLC | 175,291 | $6,149,223 | 0.83% |