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 | $305,950 | -4.2% | 7,250 | 0.0% | 0.20% | +10.4% |
| Q2 2023 | $319,363 | -1.3% | 7,250 | 0.0% | 0.18% | -8.1% |
| Q1 2023 | $323,676 | +3.6% | 7,250 | 0.0% | 0.20% | -10.8% |
| Q4 2022 | $312,475 | -17.3% | 7,250 | -19.4% | 0.22% | -29.5% |
| Q3 2022 | $378,000 | -2.6% | 9,000 | +3.4% | 0.32% | +3.3% |
| Q2 2022 | $388,000 | -6.7% | 8,700 | 0.0% | 0.30% | +11.7% |
| Q1 2022 | $416,000 | 0.0% | 8,700 | +8.1% | 0.27% | +3.4% |
| Q4 2021 | $416,000 | +20.2% | 8,050 | +21.5% | 0.26% | +12.3% |
| Q3 2021 | $346,000 | +49.8% | 6,625 | +50.6% | 0.24% | +58.8% |
| Q2 2021 | $231,000 | – | 4,400 | – | 0.15% | – |
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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% |