SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 81 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $407,515 | -51.5% | 8,677 | -51.1% | 0.00% | 0.0% |
| Q2 2023 | $839,468 | +81.0% | 17,759 | +82.1% | 0.00% | 0.0% |
| Q1 2023 | $463,872 | +5.0% | 9,752 | +3.5% | 0.00% | 0.0% |
| Q4 2022 | $441,938 | +8.9% | 9,425 | +7.4% | 0.00% | 0.0% |
| Q3 2022 | $406,000 | +24.2% | 8,774 | +27.6% | 0.00% | 0.0% |
| Q2 2022 | $327,000 | -2.7% | 6,878 | -0.7% | 0.00% | 0.0% |
| Q1 2022 | $336,000 | +22.6% | 6,925 | +27.9% | 0.00% | – |
| Q4 2021 | $274,000 | -45.7% | 5,415 | -45.3% | 0.00% | -100.0% |
| Q1 2021 | $505,000 | – | 9,900 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kades & Cheifetz LLC | 61,549 | $2,890,629 | 2.29% |
| TAP Consulting, LLC | 189,133 | $8,882,655 | 2.29% |
| VAN STRUM & TOWNE INC. | 46,467 | $2,179,669 | 0.92% |
| Rosenberg Matthew Hamilton | 55,919 | $2,626,236 | 0.88% |
| CLIENT 1ST ADVISORY GROUP, LLC | 27,822 | $1,306,649 | 0.69% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 14,210 | $667 | 0.53% |
| Jackson Creek Investment Advisors LLC | 24,945 | $1,172 | 0.50% |
| Crescent Sterling, Ltd. | 8,140 | $382,295 | 0.40% |
| Worth Asset Management, LLC | 8,202 | $385,207 | 0.31% |
| AlphaStar Capital Management, LLC | 51,252 | $2,407,071 | 0.30% |