SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 55 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. 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 ↓ |
|---|---|---|---|
| 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% |