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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $494,261 | +23.6% | 10,237 | +23.8% | 0.00% | – |
| Q1 2024 | $399,737 | -30.0% | 8,271 | -29.9% | 0.00% | -100.0% |
| Q4 2023 | $570,922 | +40.1% | 11,801 | +36.0% | 0.00% | 0.0% |
| 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% | – |
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% |