SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Kades & Cheifetz LLC | 61,549 | $2,890,629 | 2.29% |
| TAP Consulting, LLC | 189,133 | $8,882,655 | 2.29% |
| VAN STRUM & TOWNE INC. | 46,467 | $2,179,669 | 0.92% |
| Rosenberg Matthew Hamilton | 55,919 | $2,626,236 | 0.88% |
| CLIENT 1ST ADVISORY GROUP, LLC | 27,822 | $1,306,649 | 0.69% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 14,210 | $667 | 0.53% |
| Jackson Creek Investment Advisors LLC | 24,945 | $1,172 | 0.50% |
| Crescent Sterling, Ltd. | 8,140 | $382,295 | 0.40% |
| Worth Asset Management, LLC | 8,202 | $385,207 | 0.31% |
| AlphaStar Capital Management, LLC | 51,252 | $2,407,071 | 0.30% |