SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 18 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $510,746 | +8.4% | 12,103 | +13.1% | 0.00% | – |
Q2 2023 | $471,335 | +30055.8% | 10,700 | +30471.4% | 0.00% | – |
Q1 2023 | $1,563 | -99.7% | 35 | -99.7% | 0.00% | – |
Q4 2022 | $588,832 | +263.5% | 13,662 | +253.9% | 0.00% | – |
Q3 2022 | $162,000 | +86.2% | 3,860 | +98.5% | 0.00% | – |
Q2 2022 | $87,000 | +38.1% | 1,945 | +48.4% | 0.00% | – |
Q1 2022 | $63,000 | -7.4% | 1,311 | 0.0% | 0.00% | – |
Q4 2021 | $68,000 | 0.0% | 1,311 | 0.0% | 0.00% | – |
Q3 2021 | $68,000 | -1.4% | 1,311 | 0.0% | 0.00% | – |
Q2 2021 | $69,000 | +97.1% | 1,311 | +94.2% | 0.00% | – |
Q1 2021 | $35,000 | -2.8% | 675 | 0.0% | 0.00% | – |
Q4 2020 | $36,000 | -7.7% | 675 | -9.5% | 0.00% | – |
Q3 2020 | $39,000 | +11.4% | 746 | +10.5% | 0.00% | – |
Q2 2020 | $35,000 | +9.4% | 675 | 0.0% | 0.00% | – |
Q1 2020 | $32,000 | – | 675 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WestHill Financial Advisors, Inc. | 204,769 | $9,129,000 | 3.01% |
Copperleaf Capital, LLC | 53,466 | $2,383,000 | 2.41% |
Charles Schwab Trust Co | 208,003 | $9,273,000 | 1.92% |
Ridgewood Investments LLC | 8,700 | $388,000 | 0.30% |
Midwest Heritage Bank, FSB | 5,464 | $244,000 | 0.22% |
Main Street Financial Solutions, LLC | 20,083 | $895,000 | 0.12% |
VAN STRUM & TOWNE INC. | 5,570 | $248,000 | 0.11% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,588,104 | $249,118,000 | 0.09% |
McCarthy Grittinger Financial Group, LLC | 3,968 | $176,889 | 0.08% |
NICOLET BANKSHARES INC | 6,020 | $268,000 | 0.07% |