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 | $482,515 | +114.3% | 11,434 | +118.8% | 0.26% | +93.2% |
| Q4 2022 | $225,198 | -13.4% | 5,225 | -15.4% | 0.13% | -18.5% |
| Q3 2022 | $260,000 | -47.8% | 6,179 | -40.6% | 0.16% | -33.3% |
| Q1 2022 | $498,000 | -20.2% | 10,411 | -13.8% | 0.24% | -20.3% |
| Q4 2021 | $624,000 | -33.3% | 12,081 | -32.6% | 0.30% | -36.2% |
| Q3 2021 | $936,000 | -64.8% | 17,928 | -64.6% | 0.48% | -65.3% |
| Q2 2021 | $2,659,000 | -43.0% | 50,597 | -44.3% | 1.38% | -48.4% |
| Q1 2021 | $4,669,000 | – | 90,893 | – | 2.67% | – |
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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% |