SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,132,984 | -0.6% | 24,124 | 0.0% | 0.02% | +4.3% |
Q2 2023 | $1,140,341 | -0.3% | 24,124 | +0.4% | 0.02% | -8.0% |
Q1 2023 | $1,143,415 | +4.3% | 24,039 | +2.8% | 0.02% | 0.0% |
Q4 2022 | $1,096,476 | +8.5% | 23,384 | +7.1% | 0.02% | +25.0% |
Q3 2022 | $1,011,000 | +6.8% | 21,841 | +9.5% | 0.02% | +11.1% |
Q2 2022 | $947,000 | +74.4% | 19,947 | +78.4% | 0.02% | +80.0% |
Q1 2022 | $543,000 | +37.5% | 11,181 | +42.9% | 0.01% | +42.9% |
Q4 2021 | $395,000 | +86.3% | 7,823 | +89.2% | 0.01% | +75.0% |
Q4 2020 | $212,000 | – | 4,134 | – | 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% |