SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 45 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $510,231 | +85.3% | 12,091 | +93.5% | 0.06% | +84.4% |
Q2 2023 | $275,284 | +15.8% | 6,249 | +17.3% | 0.03% | +3.2% |
Q1 2023 | $237,805 | -18.7% | 5,327 | -21.5% | 0.03% | -27.9% |
Q4 2022 | $292,381 | -3.5% | 6,784 | -5.8% | 0.04% | -12.2% |
Q3 2022 | $303,000 | +180.6% | 7,203 | +197.2% | 0.05% | +172.2% |
Q2 2022 | $108,000 | -6.9% | 2,424 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $116,000 | -32.9% | 2,424 | -27.6% | 0.02% | -30.8% |
Q4 2021 | $173,000 | -1.1% | 3,348 | 0.0% | 0.03% | -10.3% |
Q3 2021 | $175,000 | -7.9% | 3,348 | -7.4% | 0.03% | -12.1% |
Q2 2021 | $190,000 | -80.0% | 3,614 | -80.4% | 0.03% | -82.3% |
Q1 2021 | $949,000 | – | 18,482 | – | 0.19% | – |
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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% |