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 | $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 ↓ |
|---|---|---|---|
| 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% |