SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 47 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |