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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,143,938 | +130.0% | 24,050 | +126.7% | 0.00% | – |
| Q4 2022 | $497,409 | -82.4% | 10,608 | -82.2% | 0.00% | -100.0% |
| Q2 2022 | $2,831,000 | -53.5% | 59,612 | -52.5% | 0.00% | 0.0% |
| Q1 2022 | $6,092,000 | +193.2% | 125,462 | +205.2% | 0.00% | – |
| Q4 2021 | $2,078,000 | +46.3% | 41,105 | +47.8% | 0.00% | – |
| Q3 2021 | $1,420,000 | -62.6% | 27,813 | -62.6% | 0.00% | -100.0% |
| Q1 2021 | $3,795,000 | +868.1% | 74,432 | +875.6% | 0.00% | – |
| Q4 2020 | $392,000 | -33.3% | 7,629 | -33.2% | 0.00% | – |
| Q3 2020 | $588,000 | +48.5% | 11,428 | +48.6% | 0.00% | – |
| Q2 2020 | $396,000 | +9.1% | 7,693 | +4.0% | 0.00% | – |
| Q1 2020 | $363,000 | -32.0% | 7,395 | -30.7% | 0.00% | – |
| Q4 2019 | $534,000 | – | 10,664 | – | 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% |