SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 96 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WestHill Financial Advisors, Inc. | 184,800 | $9,646,000 | 2.98% |
| Copperleaf Capital, LLC | 49,105 | $2,563,000 | 2.47% |
| Charles Schwab Trust Co | 168,491 | $8,795,000 | 1.73% |
| FLC Capital Advisors | 38,148 | $1,991,000 | 0.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 17,928 | $936,000 | 0.48% |
| VAN STRUM & TOWNE INC. | 23,050 | $1,203,000 | 0.47% |
| Ridgewood Investments LLC | 6,625 | $346,000 | 0.24% |
| TNF LLC | 6,573 | $340,000 | 0.15% |
| Teamwork Financial Advisors, LLC | 7,234 | $378,000 | 0.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,575,486 | $186,639,000 | 0.06% |