SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 12 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $215,264,521 | +49.2% | 5,101,055 | +55.8% | 0.06% | +51.2% |
Q2 2023 | $144,250,579 | -1.4% | 3,274,701 | -0.0% | 0.04% | -6.8% |
Q1 2023 | $146,260,520 | +3.7% | 3,276,078 | +0.1% | 0.04% | -2.2% |
Q4 2022 | $141,035,182 | -42.2% | 3,272,278 | -43.7% | 0.04% | -48.3% |
Q3 2022 | $244,097,000 | -2.0% | 5,807,664 | +3.9% | 0.09% | 0.0% |
Q2 2022 | $249,118,000 | +12.7% | 5,588,104 | +20.9% | 0.09% | +31.8% |
Q1 2022 | $221,128,000 | -3.0% | 4,620,317 | +4.7% | 0.07% | -1.5% |
Q4 2021 | $227,945,000 | +22.1% | 4,412,404 | +23.4% | 0.07% | +9.8% |
Q3 2021 | $186,639,000 | +17.6% | 3,575,486 | +18.4% | 0.06% | +15.1% |
Q2 2021 | $158,707,000 | +38.1% | 3,019,540 | +34.9% | 0.05% | +26.2% |
Q1 2021 | $114,935,000 | +0.2% | 2,237,696 | +4.7% | 0.04% | -6.7% |
Q4 2020 | $114,668,000 | +5.1% | 2,137,339 | +3.4% | 0.04% | -10.0% |
Q3 2020 | $109,083,000 | +11.0% | 2,066,471 | +10.1% | 0.05% | +4.2% |
Q2 2020 | $98,245,000 | +12.6% | 1,877,398 | +3.1% | 0.05% | -5.9% |
Q1 2020 | $87,235,000 | – | 1,821,508 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Charles Schwab Investment Advisory, Inc. | 101,715,661 | $4,292,400,875 | 6.78% |
Pinnacle Wealth Management Group, Inc. | 130,107 | $5,490,515 | 5.00% |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 199,434 | $8,416 | 3.32% |
WestHill Financial Advisors, Inc. | 237,259 | $10,012,311 | 2.92% |
Kaizen Financial Strategies | 59,429 | $2,507,904 | 2.12% |
FFG RETIREMENT ADVISORS LLC | 51,816 | $2,186,635 | 1.81% |
DecisionPoint Financial, LLC | 78,765 | $3,323,883 | 1.74% |
Campbell Wealth Management | 305,855 | $12,907 | 1.57% |
Horst & Graben Wealth Management LLC | 123,785 | $5,223,732 | 1.28% |
Charles Schwab Trust Co | 161,154 | $6,800,699 | 0.77% |