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 | $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. | 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% |