SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $962 | +115.2% | 20,481 | +116.6% | 0.00% | +100.0% |
| Q2 2023 | $447 | -32.4% | 9,455 | -32.0% | 0.00% | -33.3% |
| Q1 2023 | $661 | -47.3% | 13,907 | -48.0% | 0.00% | -57.1% |
| Q4 2022 | $1,254 | -99.9% | 26,747 | +0.5% | 0.01% | 0.0% |
| Q3 2022 | $1,232,000 | -4.9% | 26,612 | -2.5% | 0.01% | 0.0% |
| Q2 2022 | $1,296,000 | -62.7% | 27,288 | -61.9% | 0.01% | -56.2% |
| Q1 2022 | $3,477,000 | -25.0% | 71,592 | -21.9% | 0.02% | -23.8% |
| Q4 2021 | $4,636,000 | +4.0% | 91,717 | +5.0% | 0.02% | -4.5% |
| Q3 2021 | $4,459,000 | -13.3% | 87,338 | -13.1% | 0.02% | -12.0% |
| Q2 2021 | $5,144,000 | +169.9% | 100,499 | +168.8% | 0.02% | +150.0% |
| Q1 2021 | $1,906,000 | +518.8% | 37,385 | +523.0% | 0.01% | +400.0% |
| Q4 2020 | $308,000 | +48.8% | 6,001 | +48.7% | 0.00% | 0.0% |
| Q2 2020 | $207,000 | – | 4,035 | – | 0.00% | – |
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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% |