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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,346,000 | +970.4% | 92,572 | +1009.4% | 0.01% | +700.0% |
Q1 2022 | $406,000 | -6.5% | 8,344 | -2.8% | 0.00% | 0.0% |
Q4 2021 | $434,000 | +0.2% | 8,585 | +1.3% | 0.00% | 0.0% |
Q3 2021 | $433,000 | -5.0% | 8,474 | -4.7% | 0.00% | 0.0% |
Q2 2021 | $456,000 | -14.3% | 8,895 | -14.7% | 0.00% | -50.0% |
Q1 2021 | $532,000 | +0.4% | 10,431 | +1.0% | 0.00% | 0.0% |
Q4 2020 | $530,000 | +27.4% | 10,323 | +27.7% | 0.00% | 0.0% |
Q3 2020 | $416,000 | +0.5% | 8,085 | +0.4% | 0.00% | 0.0% |
Q2 2020 | $414,000 | – | 8,049 | – | 0.00% | – |
Download |
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% |