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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Charles Schwab Investment Advisory, Inc. | 108,134,344 | $4,859,557,406 | 6.98% |
| Pinnacle Wealth Management Group, Inc. | 134,689 | $6,052,924 | 4.97% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 295,357 | $13,273 | 4.82% |
| FFG RETIREMENT ADVISORS LLC | 85,473 | $3,841,157 | 2.97% |
| WestHill Financial Advisors, Inc. | 233,586 | $10,497,344 | 2.78% |
| Kaizen Financial Strategies | 62,935 | $2,828,299 | 2.14% |
| Campbell Wealth Management | 310,858 | $13,970 | 1.66% |
| Bouchey Financial Group Ltd | 341,983 | $15,368,735 | 1.65% |
| Semmax Financial Advisors Inc. | 102,990 | $4,518,167 | 1.64% |
| Forthright Family Wealth Advisory LLC | 43,918 | $1,973,675 | 1.55% |