SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 43 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,609 | +2598.8% | 6,815 | +2716.1% | 0.36% | +3136.4% |
| Q2 2023 | $10,657 | -0.6% | 242 | +0.8% | 0.01% | 0.0% |
| Q1 2023 | $10,719 | -86.7% | 240 | -87.2% | 0.01% | -82.3% |
| Q4 2022 | $80,721 | -76.1% | 1,872 | -76.7% | 0.06% | -76.9% |
| Q3 2022 | $338,000 | +3655.6% | 8,034 | +4106.3% | 0.27% | +3728.6% |
| Q2 2022 | $9,000 | 0.0% | 191 | +0.5% | 0.01% | +16.7% |
| Q1 2022 | $9,000 | -59.1% | 190 | -54.7% | 0.01% | -53.8% |
| Q4 2021 | $22,000 | -4.3% | 419 | -4.3% | 0.01% | -13.3% |
| Q3 2021 | $23,000 | 0.0% | 438 | +0.5% | 0.02% | +7.1% |
| Q2 2021 | $23,000 | -99.3% | 436 | -99.3% | 0.01% | -99.4% |
| Q1 2021 | $3,362,000 | – | 65,460 | – | 2.18% | – |
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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% |