SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 84 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $674,186 | -59.1% | 14,174 | -59.7% | 0.01% | -72.3% |
| Q4 2022 | $1,650,293 | -16.8% | 35,195 | -15.7% | 0.05% | -16.1% |
| Q2 2022 | $1,983,000 | +32.1% | 41,763 | +35.1% | 0.06% | +33.3% |
| Q1 2022 | $1,501,000 | +4.2% | 30,912 | +8.5% | 0.04% | -30.0% |
| Q4 2021 | $1,440,000 | +14.9% | 28,493 | +16.1% | 0.06% | +17.6% |
| Q3 2021 | $1,253,000 | – | 24,533 | – | 0.05% | – |
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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% |