SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 57 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $733,043 | -45.3% | 16,925 | -43.5% | 0.29% | -45.4% |
| Q4 2023 | $1,338,948 | +19.5% | 29,974 | +9.6% | 0.53% | +2.1% |
| Q3 2023 | $1,120,266 | +170.6% | 27,350 | +175.7% | 0.52% | +145.3% |
| Q3 2022 | $414,000 | +28.2% | 9,919 | +55.7% | 0.21% | +57.0% |
| Q4 2021 | $323,000 | -5.0% | 6,370 | -3.1% | 0.14% | -7.5% |
| Q3 2021 | $340,000 | – | 6,573 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RiverFront Investment Group, LLC | 3,954,083 | $174,374 | 4.65% |
| Gunma Bank,Ltd. | 110,000 | $4,851 | 4.04% |
| Marmo Financial Group, LLC | 138,723 | $6,117,673 | 3.70% |
| Kaizen Financial Strategies | 130,547 | $5,853,727 | 3.65% |
| San Luis Wealth Advisors LLC | 328,242 | $14,475 | 3.48% |
| WestHill Financial Advisors, Inc. | 247,879 | $10,931,449 | 2.65% |
| Valtinson Bruner Financial Planning LLC | 112,140 | $4,945,377 | 1.96% |
| Semmax Financial Advisors Inc. | 135,360 | $6,149,402 | 1.85% |
| FFG RETIREMENT ADVISORS LLC | 54,115 | $2,386,472 | 1.66% |
| Bouchey Financial Group Ltd | 374,003 | $16,493,000 | 1.57% |