SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Copperleaf Capital, LLC | 145,716 | $7,076,000 | 6.28% |
| CLIENT 1ST ADVISORY GROUP, LLC | 218,698 | $10,620,000 | 5.19% |
| Kaizen Financial Strategies | 70,899 | $3,443,000 | 2.70% |
| FLC Capital Advisors | 180,398 | $8,760,000 | 2.46% |
| TAP Consulting, LLC | 87,397 | $4,244,000 | 1.11% |
| VAN STRUM & TOWNE INC. | 42,627 | $2,070,000 | 0.78% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 25,760 | $1,251,000 | 0.77% |
| Midwest Heritage Bank, FSB | 19,689 | $956,000 | 0.75% |
| Financial Architects, Inc | 98,444 | $4,780,000 | 0.68% |
| Baldrige Asset Management LLC | 32,807 | $1,593,000 | 0.65% |