SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,440,729 | -19.1% | 94,554 | -18.5% | 0.00% | -50.0% |
| Q2 2023 | $5,486,913 | -0.4% | 116,076 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $5,508,217 | -54.8% | 115,804 | -55.5% | 0.00% | -66.7% |
| Q4 2022 | $12,197,589 | +349.6% | 260,132 | +343.9% | 0.01% | +500.0% |
| Q3 2022 | $2,713,000 | -91.4% | 58,595 | -91.2% | 0.00% | -92.3% |
| Q2 2022 | $31,487,000 | -26.0% | 663,083 | -24.3% | 0.01% | -7.1% |
| Q1 2022 | $42,522,000 | +84.4% | 875,654 | +91.9% | 0.01% | +75.0% |
| Q4 2021 | $23,065,000 | +5178.0% | 456,287 | +5227.3% | 0.01% | – |
| Q3 2021 | $437,000 | -77.0% | 8,565 | -76.9% | 0.00% | -100.0% |
| Q4 2020 | $1,904,000 | +10.2% | 37,055 | +10.5% | 0.00% | 0.0% |
| Q3 2020 | $1,727,000 | +236.0% | 33,549 | +235.7% | 0.00% | – |
| Q2 2020 | $514,000 | -94.7% | 9,993 | -94.9% | 0.00% | -100.0% |
| Q1 2020 | $9,662,000 | +28.1% | 197,056 | +30.8% | 0.01% | -18.2% |
| Q4 2019 | $7,543,000 | – | 150,711 | – | 0.01% | – |
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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% |