SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 50 filers reported holding SCHWAB STRATEGIC TR in Q1 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. | 204,769 | $9,129,000 | 3.01% |
Copperleaf Capital, LLC | 53,466 | $2,383,000 | 2.41% |
Charles Schwab Trust Co | 208,003 | $9,273,000 | 1.92% |
Ridgewood Investments LLC | 8,700 | $388,000 | 0.30% |
Midwest Heritage Bank, FSB | 5,464 | $244,000 | 0.22% |
Main Street Financial Solutions, LLC | 20,083 | $895,000 | 0.12% |
VAN STRUM & TOWNE INC. | 5,570 | $248,000 | 0.11% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,588,104 | $249,118,000 | 0.09% |
McCarthy Grittinger Financial Group, LLC | 3,968 | $176,889 | 0.08% |
NICOLET BANKSHARES INC | 6,020 | $268,000 | 0.07% |