SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 55 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,504 | -4.2% | 320 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $14,096 | +100585.7% | 320 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $14 | 0.0% | 320 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $14 | -99.9% | 320 | +39.1% | 0.01% | -12.5% |
| Q3 2022 | $10,000 | -16.7% | 230 | -14.8% | 0.01% | +60.0% |
| Q2 2022 | $12,000 | -7.7% | 270 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $13,000 | +550.0% | 270 | +575.0% | 0.01% | +400.0% |
| Q4 2021 | $2,000 | – | 40 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WestHill Financial Advisors, Inc. | 184,800 | $9,646,000 | 2.98% |
| Copperleaf Capital, LLC | 49,105 | $2,563,000 | 2.47% |
| Charles Schwab Trust Co | 168,491 | $8,795,000 | 1.73% |
| FLC Capital Advisors | 38,148 | $1,991,000 | 0.59% |
| CLIENT 1ST ADVISORY GROUP, LLC | 17,928 | $936,000 | 0.48% |
| VAN STRUM & TOWNE INC. | 23,050 | $1,203,000 | 0.47% |
| Ridgewood Investments LLC | 6,625 | $346,000 | 0.24% |
| TNF LLC | 6,573 | $340,000 | 0.15% |
| Teamwork Financial Advisors, LLC | 7,234 | $378,000 | 0.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,575,486 | $186,639,000 | 0.06% |