SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 43 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,432,576 | +39.2% | 199,824 | +45.3% | 0.00% | +33.3% |
| Q2 2023 | $6,058,150 | +2063.6% | 137,529 | +1965.3% | 0.00% | – |
| Q3 2022 | $280,000 | +12.4% | 6,659 | +38.2% | 0.00% | – |
| Q4 2021 | $249,000 | -23.9% | 4,818 | -23.0% | 0.00% | – |
| Q3 2021 | $327,000 | -10.4% | 6,260 | -9.8% | 0.00% | – |
| Q2 2021 | $365,000 | -87.9% | 6,938 | -88.2% | 0.00% | -100.0% |
| Q1 2021 | $3,016,000 | – | 58,723 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VIVID FINANCIAL MANAGEMENT, INC. | 132,514 | $6,806,000 | 3.13% |
| Copperleaf Capital, LLC | 56,352 | $2,894,000 | 3.09% |
| Spectrum Planning & Advisory Services Inc. | 56,310 | $2,892,000 | 2.97% |
| CLIENT 1ST ADVISORY GROUP, LLC | 90,893 | $4,669,000 | 2.67% |
| Cooper Financial Group | 195,137 | $10,023,000 | 2.26% |
| Clearview Wealth Advisors LLC | 65,460 | $3,362,000 | 2.18% |
| Horst & Graben Wealth Management LLC | 129,626 | $6,658,000 | 2.10% |
| Charles Schwab Trust Co | 162,576 | $8,363,000 | 1.73% |
| FLC Capital Advisors | 62,670 | $3,219,000 | 1.01% |
| Austin Private Wealth, LLC | 69,177 | $3,553,000 | 0.94% |