SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 80 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $602,116 | +114.2% | 12,821 | +115.6% | 0.00% | – |
| Q2 2023 | $281,049 | -66.9% | 5,946 | -66.7% | 0.00% | – |
| Q1 2023 | $849,332 | -44.9% | 17,856 | -45.7% | 0.00% | -100.0% |
| Q4 2022 | $1,541,744 | +10.9% | 32,880 | +9.5% | 0.00% | 0.0% |
| Q3 2022 | $1,390,000 | -8.0% | 30,016 | -5.7% | 0.00% | 0.0% |
| Q2 2022 | $1,511,000 | +6.9% | 31,830 | +9.3% | 0.00% | 0.0% |
| Q1 2022 | $1,414,000 | +76.8% | 29,123 | +83.9% | 0.00% | – |
| Q4 2021 | $800,000 | -38.7% | 15,835 | -38.1% | 0.00% | -100.0% |
| Q3 2021 | $1,306,000 | -78.5% | 25,581 | -78.5% | 0.00% | -66.7% |
| Q2 2021 | $6,087,000 | -18.8% | 118,925 | -19.1% | 0.00% | -40.0% |
| Q1 2021 | $7,497,000 | – | 147,052 | – | 0.01% | – |
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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% |