SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 50 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |