SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. 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. | 204,769 | $9,129,000 | 3.01% |
| Copperleaf Capital, LLC | 53,466 | $2,383,000 | 2.41% |
| Charles Schwab Trust Co | 208,003 | $9,273,000 | 1.92% |
| Ridgewood Investments LLC | 8,700 | $388,000 | 0.30% |
| Midwest Heritage Bank, FSB | 5,464 | $244,000 | 0.22% |
| Main Street Financial Solutions, LLC | 20,083 | $895,000 | 0.12% |
| VAN STRUM & TOWNE INC. | 5,570 | $248,000 | 0.11% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,588,104 | $249,118,000 | 0.09% |
| McCarthy Grittinger Financial Group, LLC | 3,968 | $176,889 | 0.08% |
| NICOLET BANKSHARES INC | 6,020 | $268,000 | 0.07% |