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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |