SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 52 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $903,901 | +211.7% | 21,419 | +225.4% | 0.04% | +221.4% |
| Q2 2023 | $289,956 | +112.6% | 6,582 | +115.5% | 0.01% | +100.0% |
| Q1 2023 | $136,383 | +5.5% | 3,055 | +1.9% | 0.01% | -12.5% |
| Q4 2022 | $129,218 | -23.5% | 2,998 | -20.9% | 0.01% | -27.3% |
| Q3 2022 | $169,000 | 0.0% | 3,791 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $169,000 | -24.9% | 3,791 | -12.8% | 0.01% | -15.4% |
| Q4 2021 | $225,000 | -12.5% | 4,347 | -11.6% | 0.01% | +62.5% |
| Q3 2021 | $257,000 | -0.4% | 4,916 | +0.2% | 0.01% | 0.0% |
| Q2 2021 | $258,000 | -77.1% | 4,907 | -77.6% | 0.01% | -80.5% |
| Q1 2021 | $1,126,000 | – | 21,921 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VIVID FINANCIAL MANAGEMENT, INC. | 132,514 | $6,806,000 | 3.13% |
| Copperleaf Capital, LLC | 56,352 | $2,894,000 | 3.09% |
| Spectrum Planning & Advisory Services Inc. | 56,310 | $2,892,000 | 2.97% |
| CLIENT 1ST ADVISORY GROUP, LLC | 90,893 | $4,669,000 | 2.67% |
| Cooper Financial Group | 195,137 | $10,023,000 | 2.26% |
| Clearview Wealth Advisors LLC | 65,460 | $3,362,000 | 2.18% |
| Horst & Graben Wealth Management LLC | 129,626 | $6,658,000 | 2.10% |
| Charles Schwab Trust Co | 162,576 | $8,363,000 | 1.73% |
| FLC Capital Advisors | 62,670 | $3,219,000 | 1.01% |
| Austin Private Wealth, LLC | 69,177 | $3,553,000 | 0.94% |