SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,058,721 | -2.3% | 65,128 | -1.6% | 0.08% | +18.6% |
| Q2 2023 | $3,129,816 | +3.0% | 66,211 | +3.6% | 0.07% | -13.6% |
| Q1 2023 | $3,039,377 | +3.9% | 63,899 | +2.5% | 0.08% | -1.2% |
| Q4 2022 | $2,924,289 | +6.7% | 62,365 | +5.3% | 0.08% | -1.2% |
| Q3 2022 | $2,741,000 | -3.0% | 59,199 | -0.6% | 0.08% | -30.3% |
| Q2 2022 | $2,827,000 | +3.3% | 59,531 | +5.6% | 0.12% | +32.2% |
| Q1 2022 | $2,737,000 | -0.3% | 56,348 | +3.8% | 0.09% | +13.9% |
| Q4 2021 | $2,745,000 | +4.3% | 54,289 | +5.4% | 0.08% | -6.0% |
| Q3 2021 | $2,632,000 | -1.1% | 51,531 | -0.9% | 0.08% | -2.3% |
| Q2 2021 | $2,662,000 | -1.3% | 52,006 | -1.7% | 0.09% | -9.5% |
| Q1 2021 | $2,697,000 | – | 52,886 | – | 0.10% | – |
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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% |