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 | $10,116,817 | +139.5% | 239,735 | +150.0% | 0.00% | +200.0% |
| Q2 2023 | $4,223,426 | +41.6% | 95,878 | +38.5% | 0.00% | 0.0% |
| Q4 2022 | $2,982,865 | -71.6% | 69,208 | -72.3% | 0.00% | -80.0% |
| Q3 2022 | $10,511,000 | -38.2% | 250,073 | -34.4% | 0.01% | -28.6% |
| Q2 2022 | $16,997,000 | +391.0% | 381,262 | +427.1% | 0.01% | +600.0% |
| Q1 2022 | $3,462,000 | -77.1% | 72,337 | -75.3% | 0.00% | -80.0% |
| Q4 2021 | $15,122,000 | +1465.4% | 292,719 | +1481.8% | 0.01% | – |
| Q3 2021 | $966,000 | -90.7% | 18,506 | -90.6% | 0.00% | -100.0% |
| Q2 2021 | $10,350,000 | +28.8% | 196,925 | +25.8% | 0.00% | 0.0% |
| Q1 2021 | $8,038,000 | +194.4% | 156,496 | +207.5% | 0.00% | +300.0% |
| Q4 2020 | $2,730,000 | -58.0% | 50,887 | -58.7% | 0.00% | -75.0% |
| Q3 2020 | $6,501,000 | -68.5% | 123,157 | -68.8% | 0.00% | -73.3% |
| Q2 2020 | $20,636,000 | +111.7% | 394,348 | +93.8% | 0.02% | +50.0% |
| Q1 2020 | $9,746,000 | +225.2% | 203,494 | +239.9% | 0.01% | +150.0% |
| Q4 2019 | $2,997,000 | – | 59,866 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WestHill Financial Advisors, Inc. | 204,769 | $9,129,000 | 3.01% |
| Copperleaf Capital, LLC | 53,466 | $2,383,000 | 2.41% |
| Charles Schwab Trust Co | 208,003 | $9,273,000 | 1.92% |
| Ridgewood Investments LLC | 8,700 | $388,000 | 0.30% |
| Midwest Heritage Bank, FSB | 5,464 | $244,000 | 0.22% |
| Main Street Financial Solutions, LLC | 20,083 | $895,000 | 0.12% |
| VAN STRUM & TOWNE INC. | 5,570 | $248,000 | 0.11% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,588,104 | $249,118,000 | 0.09% |
| McCarthy Grittinger Financial Group, LLC | 3,968 | $176,889 | 0.08% |
| NICOLET BANKSHARES INC | 6,020 | $268,000 | 0.07% |