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 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 ↓ |
|---|---|---|---|
| VIVID FINANCIAL MANAGEMENT, INC. | 132,514 | $6,806,000 | 3.13% |
| Copperleaf Capital, LLC | 56,352 | $2,894,000 | 3.09% |
| Spectrum Planning & Advisory Services Inc. | 56,310 | $2,892,000 | 2.97% |
| CLIENT 1ST ADVISORY GROUP, LLC | 90,893 | $4,669,000 | 2.67% |
| Cooper Financial Group | 195,137 | $10,023,000 | 2.26% |
| Clearview Wealth Advisors LLC | 65,460 | $3,362,000 | 2.18% |
| Horst & Graben Wealth Management LLC | 129,626 | $6,658,000 | 2.10% |
| Charles Schwab Trust Co | 162,576 | $8,363,000 | 1.73% |
| FLC Capital Advisors | 62,670 | $3,219,000 | 1.01% |
| Austin Private Wealth, LLC | 69,177 | $3,553,000 | 0.94% |