SCHWAB STRATEGIC TR's ticker is SCHQ and the CUSIP is 808524680. A total of 1 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,886,789 | -12.3% | 312,083 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $11,271,093 | -4.4% | 310,584 | -1.3% | 0.00% | -25.0% |
| Q1 2023 | $11,784,841 | +0.4% | 314,598 | -5.6% | 0.00% | 0.0% |
| Q4 2022 | $11,743,413 | -0.7% | 333,241 | +1.4% | 0.00% | 0.0% |
| Q3 2022 | $11,829,000 | -39.4% | 328,490 | -7.8% | 0.00% | -50.0% |
| Q4 2020 | $19,511,000 | +9.1% | 356,233 | +13.0% | 0.01% | 0.0% |
| Q3 2020 | $17,887,000 | +36.1% | 315,363 | +36.7% | 0.01% | +33.3% |
| Q2 2020 | $13,139,000 | +37.8% | 230,702 | +38.9% | 0.01% | 0.0% |
| Q1 2020 | $9,538,000 | – | 166,124 | – | 0.01% | – |
Download | ||||||
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% |