SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 2 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| RFP Financial Group LLC | 181,325 | $8,502,589 | 3.81% |
| TAP Consulting, LLC | 192,527 | $9,027,602 | 2.36% |
| Baldrige Asset Management LLC | 101,303 | $4,750 | 2.11% |
| CLIENT 1ST ADVISORY GROUP, LLC | 70,835 | $3,321,467 | 1.94% |
| Kaizen Financial Strategies | 38,602 | $1,832,437 | 1.81% |
| Kades & Cheifetz LLC | 36,557 | $1,714,178 | 1.43% |
| Rosenberg Matthew Hamilton | 79,546 | $3,729,912 | 1.26% |
| VAN STRUM & TOWNE INC. | 41,290 | $1,936,088 | 0.83% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 21,593 | $1,013 | 0.83% |
| Columbus Macro, LLC | 38,000 | $1,781,820 | 0.68% |