SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,179,669 | +0.6% | 46,467 | +1.4% | 0.92% | +2.6% |
| Q2 2023 | $2,166,858 | +10.3% | 45,840 | +11.0% | 0.90% | +6.9% |
| Q1 2023 | $1,963,959 | +1.4% | 41,290 | 0.0% | 0.84% | +0.7% |
| Q4 2022 | $1,936,088 | +2.0% | 41,290 | +0.7% | 0.83% | -4.9% |
| Q3 2022 | $1,898,000 | -6.2% | 41,000 | -3.8% | 0.88% | +1.6% |
| Q2 2022 | $2,024,000 | -2.2% | 42,627 | 0.0% | 0.86% | +11.2% |
| Q1 2022 | $2,070,000 | -3.6% | 42,627 | +0.3% | 0.78% | -0.4% |
| Q4 2021 | $2,148,000 | +34.3% | 42,500 | +35.7% | 0.78% | +23.5% |
| Q3 2021 | $1,599,000 | – | 31,325 | – | 0.63% | – |
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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% |