SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 47 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $409 | +39.1% | 9,690 | +45.4% | 0.00% | +100.0% |
| Q2 2023 | $294 | -7.8% | 6,663 | -6.6% | 0.00% | -50.0% |
| Q1 2023 | $319 | +0.3% | 7,136 | -3.4% | 0.00% | 0.0% |
| Q4 2022 | $318 | -99.9% | 7,385 | -3.4% | 0.00% | 0.0% |
| Q3 2022 | $321,000 | -3.9% | 7,646 | +1.9% | 0.00% | 0.0% |
| Q2 2022 | $334,000 | -14.4% | 7,501 | -7.9% | 0.00% | 0.0% |
| Q1 2022 | $390,000 | -10.8% | 8,142 | -3.8% | 0.00% | 0.0% |
| Q4 2021 | $437,000 | +10.9% | 8,461 | +12.0% | 0.00% | 0.0% |
| Q3 2021 | $394,000 | -16.0% | 7,553 | -15.3% | 0.00% | 0.0% |
| Q2 2021 | $469,000 | -87.0% | 8,916 | -87.3% | 0.00% | -90.0% |
| Q1 2021 | $3,595,000 | – | 69,994 | – | 0.02% | – |
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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% |