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 | $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% | – |
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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% |