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 | $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 ↓ |
|---|---|---|---|
| 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% |