SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 81 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download | ||||||
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% |