SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,668,702 | +3225.7% | 466,083 | +3371.5% | 0.00% | – |
| Q2 2023 | $591,415 | +23.9% | 13,426 | +25.6% | 0.00% | – |
| Q1 2023 | $477,255 | +2.0% | 10,690 | -1.5% | 0.00% | – |
| Q4 2022 | $467,807 | +32.5% | 10,854 | +29.4% | 0.00% | – |
| Q3 2022 | $353,000 | +8.3% | 8,386 | +14.7% | 0.00% | – |
| Q2 2022 | $326,000 | +62.2% | 7,313 | +73.3% | 0.00% | – |
| Q1 2022 | $201,000 | +87.9% | 4,220 | +104.2% | 0.00% | – |
| Q4 2021 | $107,000 | -0.9% | 2,067 | -0.0% | 0.00% | – |
| Q3 2021 | $108,000 | -20.0% | 2,068 | -19.7% | 0.00% | – |
| Q2 2021 | $135,000 | +64.6% | 2,574 | +62.1% | 0.00% | – |
| Q1 2021 | $82,000 | +46.4% | 1,588 | +52.5% | 0.00% | – |
| Q4 2020 | $56,000 | +1300.0% | 1,041 | +1251.9% | 0.00% | – |
| Q3 2020 | $4,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q2 2020 | $4,000 | – | 77 | – | 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% |