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 | $6,800,699 | +7.7% | 161,154 | +12.7% | 0.77% | +0.7% |
| Q2 2023 | $6,312,010 | -3.6% | 142,935 | -2.6% | 0.76% | -3.8% |
| Q1 2023 | $6,548,886 | -6.8% | 146,688 | -10.0% | 0.79% | -14.5% |
| Q4 2022 | $7,027,800 | +138.1% | 163,058 | +132.2% | 0.92% | +86.5% |
| Q3 2022 | $2,951,000 | -68.2% | 70,209 | -66.2% | 0.50% | -74.2% |
| Q2 2022 | $9,273,000 | +241.5% | 208,003 | +266.7% | 1.92% | +303.2% |
| Q1 2022 | $2,715,000 | -74.7% | 56,722 | -72.7% | 0.48% | -72.7% |
| Q4 2021 | $10,745,000 | +22.2% | 207,995 | +23.4% | 1.74% | +0.9% |
| Q3 2021 | $8,795,000 | -9.8% | 168,491 | -9.2% | 1.73% | -9.9% |
| Q2 2021 | $9,749,000 | +16.6% | 185,474 | +14.1% | 1.92% | +10.7% |
| Q1 2021 | $8,363,000 | +54.7% | 162,576 | +61.4% | 1.73% | +33.7% |
| Q4 2020 | $5,405,000 | +437.8% | 100,737 | +429.2% | 1.30% | +319.4% |
| Q3 2020 | $1,005,000 | +23.2% | 19,035 | +22.0% | 0.31% | +14.0% |
| Q2 2020 | $816,000 | +23.1% | 15,607 | +12.8% | 0.27% | -1.5% |
| Q1 2020 | $663,000 | -1.0% | 13,837 | +3.4% | 0.28% | +5.4% |
| Q4 2019 | $670,000 | – | 13,379 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VIVID FINANCIAL MANAGEMENT, INC. | 132,514 | $6,806,000 | 3.13% |
| Copperleaf Capital, LLC | 56,352 | $2,894,000 | 3.09% |
| Spectrum Planning & Advisory Services Inc. | 56,310 | $2,892,000 | 2.97% |
| CLIENT 1ST ADVISORY GROUP, LLC | 90,893 | $4,669,000 | 2.67% |
| Cooper Financial Group | 195,137 | $10,023,000 | 2.26% |
| Clearview Wealth Advisors LLC | 65,460 | $3,362,000 | 2.18% |
| Horst & Graben Wealth Management LLC | 129,626 | $6,658,000 | 2.10% |
| Charles Schwab Trust Co | 162,576 | $8,363,000 | 1.73% |
| FLC Capital Advisors | 62,670 | $3,219,000 | 1.01% |
| Austin Private Wealth, LLC | 69,177 | $3,553,000 | 0.94% |