SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 166 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,282,442 | -20.5% | 142,459 | -19.8% | 0.58% | -22.3% |
| Q1 2024 | $7,903,426 | +36.6% | 177,645 | +37.9% | 0.75% | +31.2% |
| Q4 2023 | $5,787,463 | -14.9% | 128,782 | -20.1% | 0.57% | -25.6% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RiverFront Investment Group, LLC | 3,954,083 | $174,374 | 4.65% |
| Gunma Bank,Ltd. | 110,000 | $4,851 | 4.04% |
| Marmo Financial Group, LLC | 138,723 | $6,117,673 | 3.70% |
| Kaizen Financial Strategies | 130,547 | $5,853,727 | 3.65% |
| San Luis Wealth Advisors LLC | 328,242 | $14,475 | 3.48% |
| WestHill Financial Advisors, Inc. | 247,879 | $10,931,449 | 2.65% |
| Valtinson Bruner Financial Planning LLC | 112,140 | $4,945,377 | 1.96% |
| Semmax Financial Advisors Inc. | 135,360 | $6,149,402 | 1.85% |
| FFG RETIREMENT ADVISORS LLC | 54,115 | $2,386,472 | 1.66% |
| Bouchey Financial Group Ltd | 374,003 | $16,493,000 | 1.57% |