SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 43 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,489,589 | +115.1% | 58,995 | +124.5% | 0.06% | +120.0% |
| Q2 2023 | $1,157,413 | -47.5% | 26,275 | -46.8% | 0.02% | -43.2% |
| Q1 2023 | $2,203,096 | +276.5% | 49,347 | +263.5% | 0.04% | +158.8% |
| Q4 2022 | $585,168 | +4.1% | 13,577 | +1.5% | 0.02% | -5.6% |
| Q3 2022 | $562,000 | +181.0% | 13,375 | +197.5% | 0.02% | +200.0% |
| Q2 2022 | $200,000 | -87.2% | 4,496 | -86.2% | 0.01% | -86.4% |
| Q1 2022 | $1,563,000 | +188.9% | 32,648 | +211.6% | 0.04% | +100.0% |
| Q4 2021 | $541,000 | -30.6% | 10,477 | -29.9% | 0.02% | -31.2% |
| Q3 2021 | $780,000 | -5.9% | 14,947 | -5.2% | 0.03% | +14.3% |
| Q2 2021 | $829,000 | +220.1% | 15,773 | +212.3% | 0.03% | +100.0% |
| Q1 2021 | $259,000 | – | 5,050 | – | 0.01% | – |
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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% |