SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 102 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33,909 | -3.1% | 722 | -2.6% | 0.00% | 0.0% |
| Q2 2023 | $35,003 | -14.8% | 741 | -14.2% | 0.00% | -25.0% |
| Q1 2023 | $41,072 | -80.2% | 864 | -80.5% | 0.00% | -80.0% |
| Q4 2022 | $207,699 | -3.4% | 4,430 | -4.4% | 0.02% | -4.8% |
| Q3 2022 | $215,000 | -24.6% | 4,634 | -22.7% | 0.02% | -25.0% |
| Q2 2022 | $285,000 | -13.6% | 5,992 | -11.9% | 0.03% | +33.3% |
| Q1 2022 | $330,000 | -84.2% | 6,799 | -83.6% | 0.02% | -83.7% |
| Q4 2021 | $2,092,000 | -7.8% | 41,387 | -6.9% | 0.13% | -18.4% |
| Q3 2021 | $2,270,000 | -26.6% | 44,468 | -26.5% | 0.16% | -22.9% |
| Q2 2021 | $3,094,000 | +144.4% | 60,460 | +143.4% | 0.20% | +127.8% |
| Q1 2021 | $1,266,000 | – | 24,836 | – | 0.09% | – |
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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% |