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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $392,387 | +6.8% | 8,731 | +0.3% | 0.15% | -1.9% |
| Q3 2023 | $367,520 | +3.7% | 8,709 | +8.2% | 0.16% | +6.9% |
| Q2 2023 | $354,514 | -1.3% | 8,048 | +0.1% | 0.14% | -8.8% |
| Q1 2023 | $359,053 | +3.6% | 8,042 | 0.0% | 0.16% | -3.0% |
| Q4 2022 | $346,618 | +2.5% | 8,042 | +0.1% | 0.16% | -4.1% |
| Q3 2022 | $338,000 | – | 8,036 | – | 0.17% | – |
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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% |