SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 66 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,437 | +2300.8% | 10,176 | +2352.0% | 0.04% | +1850.0% |
| Q4 2022 | $17,887 | -56.4% | 415 | -57.0% | 0.00% | -50.0% |
| Q3 2022 | $41,000 | +17.1% | 966 | +21.4% | 0.00% | +33.3% |
| Q2 2022 | $35,000 | -40.7% | 796 | -35.9% | 0.00% | -25.0% |
| Q1 2022 | $59,000 | -39.8% | 1,242 | -34.6% | 0.00% | -33.3% |
| Q4 2021 | $98,000 | -7.5% | 1,899 | -6.7% | 0.01% | -14.3% |
| Q3 2021 | $106,000 | -35.4% | 2,035 | -34.8% | 0.01% | -36.4% |
| Q2 2021 | $164,000 | -91.7% | 3,119 | -91.9% | 0.01% | -92.2% |
| Q1 2021 | $1,976,000 | – | 38,469 | – | 0.14% | – |
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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% |