WELLS FARGO & COMPANY/MN - SCHWAB STRATEGIC TR ownership

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
WELLS FARGO & COMPANY/MN ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q2 2023$4,317
-93.0%
98
-93.4%
0.00%
Q3 2022$62,000
-6.1%
1,4790.0%0.00%
Q2 2022$66,000
-7.0%
1,4790.0%0.00%
Q1 2022$71,000
-14.5%
1,479
-7.6%
0.00%
Q4 2021$83,000
-29.1%
1,600
-28.6%
0.00%
Q3 2021$117,0002,2410.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
WestHill Financial Advisors, Inc. 207,254$9,919,0002.86%
Copperleaf Capital, LLC 59,873$2,866,0002.54%
McCarthy Grittinger Financial Group, LLC 27,087$1,296,4080.50%
Charles Schwab Trust Co 56,722$2,715,0000.48%
Ridgewood Investments LLC 8,700$416,0000.27%
CLIENT 1ST ADVISORY GROUP, LLC 10,411$498,0000.24%
VAN STRUM & TOWNE INC. 12,395$593,0000.22%
Midwest Heritage Bank, FSB 5,655$271,0000.21%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 4,620,317$221,128,0000.07%
NICOLET BANKSHARES INC 6,020$288,0000.06%
View complete list of SCHWAB STRATEGIC TR shareholders