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 2022 | $659,000 | -72.3% | 15,673 | -70.7% | 0.71% | -70.4% |
| Q2 2022 | $2,383,000 | -16.9% | 53,466 | -10.7% | 2.41% | -5.2% |
| Q1 2022 | $2,866,000 | -9.8% | 59,873 | -2.7% | 2.54% | -7.4% |
| Q4 2021 | $3,178,000 | +24.0% | 61,518 | +25.3% | 2.74% | +11.3% |
| Q3 2021 | $2,563,000 | -13.7% | 49,105 | -13.1% | 2.47% | -15.2% |
| Q2 2021 | $2,970,000 | +2.6% | 56,513 | +0.3% | 2.91% | -5.8% |
| Q1 2021 | $2,894,000 | – | 56,352 | – | 3.09% | – |
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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% |