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 | $221,972 | +909.0% | 5,260 | +980.1% | 0.05% | +1050.0% |
| Q2 2022 | $22,000 | -4.3% | 487 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | -8.0% | 487 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $25,000 | 0.0% | 487 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | -91.9% | 487 | -91.7% | 0.00% | -92.9% |
| Q2 2021 | $309,000 | -75.6% | 5,872 | -76.1% | 0.06% | -80.7% |
| Q1 2021 | $1,264,000 | – | 24,616 | – | 0.29% | – |
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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% |