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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,180,811 | +133.4% | 51,662 | +143.6% | 0.00% | +50.0% |
Q2 2023 | $934,526 | +947.7% | 21,212 | +961.7% | 0.00% | – |
Q1 2023 | $89,200 | -4.1% | 1,998 | -7.1% | 0.00% | – |
Q4 2022 | $93,000 | -25.0% | 2,151 | -27.1% | 0.00% | – |
Q3 2022 | $124,000 | +25.3% | 2,952 | +33.3% | 0.00% | – |
Q2 2022 | $99,000 | -6.6% | 2,215 | 0.0% | 0.00% | – |
Q1 2022 | $106,000 | -65.7% | 2,215 | -63.0% | 0.00% | -100.0% |
Q4 2021 | $309,000 | -46.5% | 5,994 | -45.9% | 0.00% | 0.0% |
Q3 2021 | $578,000 | -8.5% | 11,081 | -7.8% | 0.00% | 0.0% |
Q2 2021 | $632,000 | +34.5% | 12,022 | +31.3% | 0.00% | 0.0% |
Q1 2021 | $470,000 | – | 9,159 | – | 0.00% | – |
Download |
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% |