SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 146 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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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% |