SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 2 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,999 | +786.0% | 711 | +835.5% | 0.02% | +950.0% |
| Q1 2023 | $3,386 | +4.2% | 76 | +1.3% | 0.00% | 0.0% |
| Q4 2022 | $3,250 | +8.3% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 75 | +1.4% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -25.0% | 74 | +1.4% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 73 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | -50.0% | 73 | -54.9% | 0.00% | -60.0% |
| Q3 2021 | $8,000 | 0.0% | 162 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $8,000 | -78.4% | 161 | -77.9% | 0.01% | -80.8% |
| Q1 2021 | $37,000 | – | 727 | – | 0.03% | – |
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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% |