SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,971,056 | +545.6% | 307,371 | +573.9% | 0.00% | – |
| Q2 2023 | $2,009,209 | +58.7% | 45,612 | +60.9% | 0.00% | – |
| Q1 2023 | $1,265,686 | +11.8% | 28,350 | +7.9% | 0.00% | – |
| Q4 2022 | $1,132,237 | -17.7% | 26,270 | -14.8% | 0.00% | – |
| Q2 2022 | $1,375,000 | -42.6% | 30,841 | -38.3% | 0.00% | – |
| Q1 2022 | $2,394,000 | +5.6% | 50,021 | +13.9% | 0.00% | – |
| Q4 2021 | $2,268,000 | +172.9% | 43,920 | +175.9% | 0.00% | – |
| Q3 2021 | $831,000 | -52.1% | 15,916 | -51.8% | 0.00% | – |
| Q2 2021 | $1,735,000 | +89.8% | 33,010 | +90.7% | 0.00% | – |
| Q3 2020 | $914,000 | -69.4% | 17,313 | -72.2% | 0.00% | -100.0% |
| Q1 2020 | $2,985,000 | – | 62,329 | – | 0.00% | – |
Download | ||||||
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% |