SCHWAB STRATEGIC TR's ticker is SCHI and the CUSIP is 808524698. A total of 38 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $510,746 | +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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WestHill Financial Advisors, Inc. | 207,254 | $9,919,000 | 2.86% |
| Copperleaf Capital, LLC | 59,873 | $2,866,000 | 2.54% |
| McCarthy Grittinger Financial Group, LLC | 27,087 | $1,296,408 | 0.50% |
| Charles Schwab Trust Co | 56,722 | $2,715,000 | 0.48% |
| Ridgewood Investments LLC | 8,700 | $416,000 | 0.27% |
| CLIENT 1ST ADVISORY GROUP, LLC | 10,411 | $498,000 | 0.24% |
| VAN STRUM & TOWNE INC. | 12,395 | $593,000 | 0.22% |
| Midwest Heritage Bank, FSB | 5,655 | $271,000 | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,620,317 | $221,128,000 | 0.07% |
| NICOLET BANKSHARES INC | 6,020 | $288,000 | 0.06% |