SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $615 | -35.8% | 14,571 | -33.0% | 0.00% | -50.0% |
| Q2 2023 | $958 | +4.0% | 21,759 | +5.4% | 0.00% | 0.0% |
| Q1 2023 | $921 | -15.7% | 20,649 | -18.6% | 0.00% | -33.3% |
| Q4 2022 | $1,093 | -100.0% | 25,370 | -54.8% | 0.00% | -50.0% |
| Q3 2022 | $2,359,000 | +96.9% | 56,140 | +108.8% | 0.01% | +100.0% |
| Q2 2022 | $1,198,000 | +238.4% | 26,883 | +263.3% | 0.00% | +200.0% |
| Q1 2022 | $354,000 | – | 7,400 | – | 0.00% | – |
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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% |