SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 146 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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. | 204,769 | $9,129,000 | 3.01% |
| Copperleaf Capital, LLC | 53,466 | $2,383,000 | 2.41% |
| Charles Schwab Trust Co | 208,003 | $9,273,000 | 1.92% |
| Ridgewood Investments LLC | 8,700 | $388,000 | 0.30% |
| Midwest Heritage Bank, FSB | 5,464 | $244,000 | 0.22% |
| Main Street Financial Solutions, LLC | 20,083 | $895,000 | 0.12% |
| VAN STRUM & TOWNE INC. | 5,570 | $248,000 | 0.11% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,588,104 | $249,118,000 | 0.09% |
| McCarthy Grittinger Financial Group, LLC | 3,968 | $176,889 | 0.08% |
| NICOLET BANKSHARES INC | 6,020 | $268,000 | 0.07% |