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 ↓ |
|---|---|---|---|
| Charles Schwab Investment Advisory, Inc. | 101,715,661 | $4,292,400,875 | 6.78% |
| Pinnacle Wealth Management Group, Inc. | 130,107 | $5,490,515 | 5.00% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 199,434 | $8,416 | 3.32% |
| WestHill Financial Advisors, Inc. | 237,259 | $10,012,311 | 2.92% |
| Kaizen Financial Strategies | 59,429 | $2,507,904 | 2.12% |
| FFG RETIREMENT ADVISORS LLC | 51,816 | $2,186,635 | 1.81% |
| DecisionPoint Financial, LLC | 78,765 | $3,323,883 | 1.74% |
| Campbell Wealth Management | 305,855 | $12,907 | 1.57% |
| Horst & Graben Wealth Management LLC | 123,785 | $5,223,732 | 1.28% |
| Charles Schwab Trust Co | 161,154 | $6,800,699 | 0.77% |