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 ↓
RFP Financial Group LLC 181,325$8,502,5893.81%
TAP Consulting, LLC 192,527$9,027,6022.36%
Baldrige Asset Management LLC 101,303$4,7502.11%
CLIENT 1ST ADVISORY GROUP, LLC 70,835$3,321,4671.94%
Kaizen Financial Strategies 38,602$1,832,4371.81%
Kades & Cheifetz LLC 36,557$1,714,1781.43%
Rosenberg Matthew Hamilton 79,546$3,729,9121.26%
VAN STRUM & TOWNE INC. 41,290$1,936,0880.83%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 21,593$1,0130.83%
Columbus Macro, LLC 38,000$1,781,8200.68%
View complete list of SCHWAB STRATEGIC TR shareholders