SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,408,410 | +264.6% | 29,795 | +261.6% | 0.00% | – |
| Q4 2022 | $386,327 | -87.2% | 8,239 | -87.3% | 0.00% | -100.0% |
| Q3 2022 | $3,010,000 | +182.4% | 65,009 | +189.7% | 0.00% | – |
| Q2 2022 | $1,066,000 | -35.1% | 22,441 | -33.7% | 0.00% | – |
| Q1 2022 | $1,643,000 | -22.2% | 33,824 | -19.1% | 0.00% | – |
| Q4 2021 | $2,112,000 | +769.1% | 41,796 | +785.7% | 0.00% | – |
| Q2 2020 | $243,000 | – | 4,719 | – | 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% |