SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 146 filers reported holding SCHWAB STRATEGIC TR in Q3 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. | 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% |