SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $26,214,000 | -25.4% | 594,426 | -24.7% | 0.01% | -25.0% |
| Q1 2024 | $35,143,000 | +566.1% | 789,907 | +572.9% | 0.01% | +700.0% |
| Q4 2023 | $5,276,000 | +12169.8% | 117,391 | +11465.6% | 0.00% | – |
| Q3 2023 | $43,000 | +437.5% | 1,015 | +493.6% | 0.00% | – |
| Q2 2023 | $8,000 | -97.1% | 171 | -97.4% | 0.00% | – |
| Q3 2022 | $278,000 | +34.3% | 6,621 | +42.6% | 0.00% | – |
| Q2 2022 | $207,000 | +276.4% | 4,644 | +338.1% | 0.00% | – |
| Q4 2021 | $55,000 | +323.1% | 1,060 | +307.7% | 0.00% | – |
| Q1 2021 | $13,000 | -7.1% | 260 | 0.0% | 0.00% | – |
| Q4 2020 | $14,000 | 0.0% | 260 | 0.0% | 0.00% | – |
| Q3 2020 | $14,000 | – | 260 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Charles Schwab Investment Advisory, Inc. | 108,134,344 | $4,859,557,406 | 6.98% |
| Pinnacle Wealth Management Group, Inc. | 134,689 | $6,052,924 | 4.97% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 295,357 | $13,273 | 4.82% |
| FFG RETIREMENT ADVISORS LLC | 85,473 | $3,841,157 | 2.97% |
| WestHill Financial Advisors, Inc. | 233,586 | $10,497,344 | 2.78% |
| Kaizen Financial Strategies | 62,935 | $2,828,299 | 2.14% |
| Campbell Wealth Management | 310,858 | $13,970 | 1.66% |
| Bouchey Financial Group Ltd | 341,983 | $15,368,735 | 1.65% |
| Semmax Financial Advisors Inc. | 102,990 | $4,518,167 | 1.64% |
| Forthright Family Wealth Advisory LLC | 43,918 | $1,973,675 | 1.55% |