SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 66 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,963 | -82.4% | 165 | -80.4% | 0.00% | -100.0% |
| Q2 2023 | $39,526 | +250.9% | 842 | +272.6% | 0.00% | – |
| Q1 2023 | $11,263 | +102290.9% | 226 | 0.0% | 0.00% | – |
| Q4 2022 | $11 | -99.9% | 226 | -0.4% | 0.00% | – |
| Q3 2022 | $13,000 | +8.3% | 227 | -0.4% | 0.00% | – |
| Q2 2022 | $12,000 | -50.0% | 228 | -50.0% | 0.00% | – |
| Q1 2022 | $24,000 | +380.0% | 456 | +370.1% | 0.00% | – |
| Q4 2021 | $5,000 | +150.0% | 97 | +193.9% | 0.00% | – |
| Q3 2021 | $2,000 | -83.3% | 33 | -85.0% | 0.00% | – |
| Q2 2021 | $12,000 | -89.9% | 220 | -90.5% | 0.00% | -100.0% |
| Q1 2021 | $119,000 | – | 2,306 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Charles Schwab Investment Advisory, Inc. | 101,715,661 | $4,292,400,875 | 6.78% |
| Pinnacle Wealth Management Group, Inc. | 130,107 | $5,490,515 | 5.00% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 199,434 | $8,416 | 3.32% |
| WestHill Financial Advisors, Inc. | 237,259 | $10,012,311 | 2.92% |
| Kaizen Financial Strategies | 59,429 | $2,507,904 | 2.12% |
| FFG RETIREMENT ADVISORS LLC | 51,816 | $2,186,635 | 1.81% |
| DecisionPoint Financial, LLC | 78,765 | $3,323,883 | 1.74% |
| Campbell Wealth Management | 305,855 | $12,907 | 1.57% |
| Horst & Graben Wealth Management LLC | 123,785 | $5,223,732 | 1.28% |
| Charles Schwab Trust Co | 161,154 | $6,800,699 | 0.77% |