SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $126,980 | -31.6% | 3,009 | -28.6% | 0.00% | – |
| Q2 2023 | $185,671 | +47.4% | 4,215 | +40.9% | 0.00% | – |
| Q3 2022 | $126,000 | +231.6% | 2,991 | +278.6% | 0.00% | – |
| Q1 2022 | $38,000 | +137.5% | 790 | +155.7% | 0.00% | – |
| Q4 2021 | $16,000 | -90.1% | 309 | -90.2% | 0.00% | – |
| Q1 2021 | $162,000 | +44.6% | 3,155 | +49.0% | 0.00% | – |
| Q3 2020 | $112,000 | -10.4% | 2,117 | -18.8% | 0.00% | – |
| Q1 2020 | $125,000 | – | 2,607 | – | 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% |