SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,000 | -37.0% | 1,854 | -36.4% | 0.00% | – |
| Q2 2023 | $138,000 | +5.3% | 2,914 | +5.9% | 0.00% | – |
| Q1 2023 | $131,000 | +1.6% | 2,752 | 0.0% | 0.00% | – |
| Q4 2022 | $129,000 | -78.0% | 2,752 | -78.3% | 0.00% | – |
| Q3 2022 | $586,000 | -2.5% | 12,658 | 0.0% | 0.00% | – |
| Q2 2022 | $601,000 | +362.3% | 12,658 | +374.8% | 0.00% | – |
| Q1 2022 | $130,000 | 0.0% | 2,666 | +3.5% | 0.00% | – |
| Q4 2021 | $130,000 | +202.3% | 2,577 | +200.0% | 0.00% | – |
| Q3 2021 | $43,000 | +87.0% | 859 | +95.7% | 0.00% | – |
| Q2 2021 | $23,000 | +43.8% | 439 | +35.9% | 0.00% | – |
| Q1 2021 | $16,000 | -5.9% | 323 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | 0.0% | 323 | 0.0% | 0.00% | – |
| Q3 2020 | $17,000 | 0.0% | 323 | 0.0% | 0.00% | – |
| Q2 2020 | $17,000 | +6.2% | 323 | 0.0% | 0.00% | – |
| Q1 2020 | $16,000 | – | 323 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CLIENT 1ST ADVISORY GROUP, LLC | 283,022 | $14,485,000 | 7.51% |
| Copperleaf Capital, LLC | 133,209 | $6,818,000 | 6.68% |
| Spectrum Planning & Advisory Services Inc. | 118,296 | $6,054,000 | 5.82% |
| Clearview Wealth Advisors LLC | 170,335 | $8,718,000 | 5.38% |
| Horst & Graben Wealth Management LLC | 349,192 | $17,872,000 | 4.99% |
| Cooper Financial Group | 369,171 | $18,894,000 | 3.84% |
| VIVID FINANCIAL MANAGEMENT, INC. | 175,302 | $8,972,000 | 3.69% |
| Physician Wealth Advisors, Inc. | 179,794 | $9,215,000 | 2.64% |
| One Wealth Advisors, LLC | 124,698 | $6,382,000 | 2.02% |
| GPM Growth Investors, Inc. | 72,319 | $3,701,000 | 1.94% |