Roundview Capital LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 70 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Roundview Capital LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$630,694
-0.6%
13,4290.0%0.06%
+1.6%
Q2 2023$634,789
-5.9%
13,429
-5.3%
0.06%
-12.7%
Q1 2023$674,614
-70.5%
14,183
-70.9%
0.07%
-72.8%
Q4 2022$2,285,923
-7.3%
48,751
-8.5%
0.26%
-16.1%
Q3 2022$2,467,000
+164.4%
53,283
+171.1%
0.31%
+177.7%
Q2 2022$933,000
-2.2%
19,6530.0%0.11%
+14.3%
Q1 2022$954,00019,6530.10%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2023
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 61,549$2,890,6292.29%
TAP Consulting, LLC 189,133$8,882,6552.29%
VAN STRUM & TOWNE INC. 46,467$2,179,6690.92%
Rosenberg Matthew Hamilton 55,919$2,626,2360.88%
CLIENT 1ST ADVISORY GROUP, LLC 27,822$1,306,6490.69%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 14,210$6670.53%
Jackson Creek Investment Advisors LLC 24,945$1,1720.50%
Crescent Sterling, Ltd. 8,140$382,2950.40%
Worth Asset Management, LLC 8,202$385,2070.31%
AlphaStar Capital Management, LLC 51,252$2,407,0710.30%
View complete list of SCHWAB STRATEGIC TR shareholders