SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 83 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $243,110 | -9.6% | 5,025 | -13.4% | 0.00% | -57.1% |
| Q3 2022 | $269,000 | -2.2% | 5,800 | 0.0% | 0.01% | +16.7% |
| Q2 2022 | $275,000 | -2.5% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $282,000 | -3.8% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $293,000 | -1.0% | 5,800 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $296,000 | -0.7% | 5,800 | -0.3% | 0.01% | -14.3% |
| Q2 2021 | $298,000 | – | 5,819 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CLIENT 1ST ADVISORY GROUP, LLC | 322,963 | $16,489,000 | 8.42% |
| Copperleaf Capital, LLC | 112,181 | $5,727,000 | 5.51% |
| Spectrum Planning & Advisory Services Inc. | 89,709 | $4,580,000 | 4.49% |
| Northstar Advisory Group, LLC | 89,709 | $4,580,000 | 4.49% |
| Horst & Graben Wealth Management LLC | 289,537 | $14,782,000 | 4.07% |
| Clearview Wealth Advisors LLC | 124,381 | $6,350,000 | 4.02% |
| VIVID FINANCIAL MANAGEMENT, INC. | 166,948 | $8,524,000 | 3.50% |
| Kaizen Financial Strategies | 76,469 | $3,904,000 | 3.15% |
| Cooper Financial Group | 268,553 | $13,711,000 | 2.84% |
| CCG WEALTH MANAGEMENT, LLC | 93,818 | $4,790,000 | 2.77% |