SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 81 filers reported holding SCHWAB STRATEGIC TR in Q3 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 ↓ |
|---|---|---|---|
| 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% |