SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 146 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |