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 ↓ |
|---|---|---|---|
| Copperleaf Capital, LLC | 145,716 | $7,076,000 | 6.28% |
| CLIENT 1ST ADVISORY GROUP, LLC | 218,698 | $10,620,000 | 5.19% |
| Kaizen Financial Strategies | 70,899 | $3,443,000 | 2.70% |
| FLC Capital Advisors | 180,398 | $8,760,000 | 2.46% |
| TAP Consulting, LLC | 87,397 | $4,244,000 | 1.11% |
| VAN STRUM & TOWNE INC. | 42,627 | $2,070,000 | 0.78% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 25,760 | $1,251,000 | 0.77% |
| Midwest Heritage Bank, FSB | 19,689 | $956,000 | 0.75% |
| Financial Architects, Inc | 98,444 | $4,780,000 | 0.68% |
| Baldrige Asset Management LLC | 32,807 | $1,593,000 | 0.65% |