SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 45 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393,304 | -7.3% | 9,320 | -3.3% | 0.17% | -5.7% |
| Q2 2023 | $424,423 | +68.9% | 9,635 | +71.1% | 0.18% | +64.5% |
| Q1 2023 | $251,352 | +9.9% | 5,630 | +6.1% | 0.11% | +9.2% |
| Q4 2022 | $228,646 | +5.4% | 5,305 | +2.7% | 0.10% | -2.0% |
| Q3 2022 | $217,000 | -12.5% | 5,165 | -7.3% | 0.10% | -5.7% |
| Q2 2022 | $248,000 | -58.2% | 5,570 | -55.1% | 0.11% | -52.3% |
| Q1 2022 | $593,000 | -48.9% | 12,395 | -44.8% | 0.22% | -47.1% |
| Q4 2021 | $1,160,000 | -3.6% | 22,450 | -2.6% | 0.42% | -11.4% |
| Q3 2021 | $1,203,000 | – | 23,050 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WestHill Financial Advisors, Inc. | 184,800 | $9,646,000 | 2.98% |
| Copperleaf Capital, LLC | 49,105 | $2,563,000 | 2.47% |
| Charles Schwab Trust Co | 168,491 | $8,795,000 | 1.73% |
| FLC Capital Advisors | 38,148 | $1,991,000 | 0.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 17,928 | $936,000 | 0.48% |
| VAN STRUM & TOWNE INC. | 23,050 | $1,203,000 | 0.47% |
| Ridgewood Investments LLC | 6,625 | $346,000 | 0.24% |
| TNF LLC | 6,573 | $340,000 | 0.15% |
| Teamwork Financial Advisors, LLC | 7,234 | $378,000 | 0.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,575,486 | $186,639,000 | 0.06% |