SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,413 | -17.6% | 9,915 | -13.9% | 0.00% | – |
| Q2 2023 | $507,544 | -55.2% | 11,522 | -56.2% | 0.00% | – |
| Q4 2022 | $1,133,315 | -43.1% | 26,295 | -41.2% | 0.00% | -100.0% |
| Q2 2022 | $1,993,000 | +77.6% | 44,710 | +90.8% | 0.00% | – |
| Q1 2022 | $1,122,000 | -33.3% | 23,435 | -27.2% | 0.00% | – |
| Q3 2021 | $1,681,000 | -92.6% | 32,207 | -92.5% | 0.00% | -100.0% |
| Q2 2021 | $22,565,000 | +314.4% | 429,314 | +305.0% | 0.01% | +400.0% |
| Q1 2021 | $5,445,000 | +112.3% | 106,014 | +121.7% | 0.00% | 0.0% |
| Q4 2020 | $2,565,000 | -31.3% | 47,808 | -32.4% | 0.00% | 0.0% |
| Q3 2020 | $3,732,000 | -28.4% | 70,702 | -29.0% | 0.00% | -50.0% |
| Q2 2020 | $5,209,000 | +9.5% | 99,542 | +0.2% | 0.00% | 0.0% |
| Q1 2020 | $4,756,000 | +466.2% | 99,300 | +492.2% | 0.00% | – |
| Q4 2019 | $840,000 | – | 16,768 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WestHill Financial Advisors, Inc. | 207,254 | $9,919,000 | 2.86% |
| Copperleaf Capital, LLC | 59,873 | $2,866,000 | 2.54% |
| McCarthy Grittinger Financial Group, LLC | 27,087 | $1,296,408 | 0.50% |
| Charles Schwab Trust Co | 56,722 | $2,715,000 | 0.48% |
| Ridgewood Investments LLC | 8,700 | $416,000 | 0.27% |
| CLIENT 1ST ADVISORY GROUP, LLC | 10,411 | $498,000 | 0.24% |
| VAN STRUM & TOWNE INC. | 12,395 | $593,000 | 0.22% |
| Midwest Heritage Bank, FSB | 5,655 | $271,000 | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,620,317 | $221,128,000 | 0.07% |
| NICOLET BANKSHARES INC | 6,020 | $288,000 | 0.06% |