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 | $510,746 | +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 ↓ |
---|---|---|---|
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% |