SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 52 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. 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 ↓ |
|---|---|---|---|
| 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% |