SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,521 | -19.9% | 5,273 | -16.4% | 0.01% | -27.3% |
| Q2 2023 | $277,779 | -23.5% | 6,306 | -22.5% | 0.01% | -26.7% |
| Q1 2023 | $363,098 | -6.5% | 8,133 | -9.8% | 0.02% | -11.8% |
| Q4 2022 | $388,547 | -1.1% | 9,015 | -3.7% | 0.02% | -10.5% |
| Q3 2022 | $393,000 | -8.8% | 9,359 | -3.2% | 0.02% | -9.5% |
| Q2 2022 | $431,000 | -13.6% | 9,664 | +0.1% | 0.02% | 0.0% |
| Q4 2021 | $499,000 | -23.8% | 9,658 | -23.0% | 0.02% | -32.3% |
| Q3 2021 | $655,000 | +3.1% | 12,544 | +3.5% | 0.03% | 0.0% |
| Q2 2021 | $635,000 | +2.6% | 12,115 | +0.6% | 0.03% | -11.4% |
| Q1 2021 | $619,000 | -11.2% | 12,041 | -7.3% | 0.04% | -30.0% |
| Q4 2020 | $697,000 | -5.2% | 12,996 | -6.7% | 0.05% | -24.2% |
| Q3 2020 | $735,000 | +1.2% | 13,925 | +0.4% | 0.07% | -9.6% |
| Q2 2020 | $726,000 | +15.1% | 13,870 | +5.3% | 0.07% | -14.1% |
| Q1 2020 | $631,000 | – | 13,174 | – | 0.08% | – |
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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% |