CWM, LLC - SCHWAB STRATEGIC TR ownership

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
CWM, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$80.0%1620.0%0.00%
Q2 2023$8
+100.0%
162
+105.1%
0.00%
Q1 2023$4
-99.9%
79
-24.0%
0.00%
Q2 2022$5,000
-61.5%
104
-61.3%
0.00%
Q1 2022$13,000
+44.4%
269
+47.0%
0.00%
Q4 2021$9,0001830.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2023
NameSharesValueWeighting ↓
Copperleaf Capital, LLC 145,716$7,076,0006.28%
CLIENT 1ST ADVISORY GROUP, LLC 218,698$10,620,0005.19%
Kaizen Financial Strategies 70,899$3,443,0002.70%
FLC Capital Advisors 180,398$8,760,0002.46%
TAP Consulting, LLC 87,397$4,244,0001.11%
VAN STRUM & TOWNE INC. 42,627$2,070,0000.78%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 25,760$1,251,0000.77%
Midwest Heritage Bank, FSB 19,689$956,0000.75%
Financial Architects, Inc 98,444$4,780,0000.68%
Baldrige Asset Management LLC 32,807$1,593,0000.65%
View complete list of SCHWAB STRATEGIC TR shareholders