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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,368,724 | -0.6% | 92,421 | +0.0% | 0.66% | -6.7% |
| Q1 2023 | $4,395,726 | +10.8% | 92,415 | +9.2% | 0.71% | +7.1% |
| Q4 2022 | $3,968,986 | -11.1% | 84,645 | -12.3% | 0.66% | -15.5% |
| Q3 2022 | $4,467,000 | -6.5% | 96,483 | -2.0% | 0.78% | +13.9% |
| Q1 2022 | $4,780,000 | -4.6% | 98,444 | -0.7% | 0.68% | +1.2% |
| Q4 2021 | $5,010,000 | -4.1% | 99,108 | -3.2% | 0.68% | -10.8% |
| Q3 2021 | $5,226,000 | +1.0% | 102,367 | +1.3% | 0.76% | +1.7% |
| Q2 2021 | $5,174,000 | +18.0% | 101,099 | +17.6% | 0.75% | +8.6% |
| Q1 2021 | $4,383,000 | +16.5% | 85,985 | +17.4% | 0.69% | -1.3% |
| Q4 2020 | $3,761,000 | +34.3% | 73,211 | +34.5% | 0.70% | +12.6% |
| Q3 2020 | $2,801,000 | +26.0% | 54,422 | +25.9% | 0.62% | +20.9% |
| Q2 2020 | $2,223,000 | +347.3% | 43,228 | +326.4% | 0.51% | +275.7% |
| Q1 2020 | $497,000 | +268.1% | 10,137 | +275.4% | 0.14% | +369.0% |
| Q4 2019 | $135,000 | – | 2,700 | – | 0.03% | – |
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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% |