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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $232,000 | -49.5% | 5,203 | -45.8% | 0.00% | -50.0% |
| Q1 2022 | $459,000 | -35.4% | 9,596 | -30.2% | 0.00% | -33.3% |
| Q4 2021 | $710,000 | -25.8% | 13,747 | -25.0% | 0.00% | -40.0% |
| Q3 2021 | $957,000 | -12.0% | 18,341 | -11.3% | 0.01% | 0.0% |
| Q2 2021 | $1,087,000 | +7.4% | 20,689 | +5.0% | 0.01% | -16.7% |
| Q1 2021 | $1,012,000 | -2.8% | 19,711 | +1.5% | 0.01% | 0.0% |
| Q4 2020 | $1,041,000 | -4.2% | 19,411 | -5.7% | 0.01% | -14.3% |
| Q3 2020 | $1,087,000 | +29.4% | 20,586 | +28.2% | 0.01% | +16.7% |
| Q2 2020 | $840,000 | +11.3% | 16,060 | +1.9% | 0.01% | 0.0% |
| Q1 2020 | $755,000 | +214.6% | 15,760 | +228.3% | 0.01% | +200.0% |
| Q4 2019 | $240,000 | – | 4,800 | – | 0.00% | – |
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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% |