SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 2 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,875 | -19.2% | 4,341 | -18.7% | 0.01% | -23.1% |
| Q2 2023 | $252,469 | +9.0% | 5,341 | +9.6% | 0.01% | -7.1% |
| Q1 2023 | $231,689 | +1.4% | 4,871 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $228,401 | -2.0% | 4,871 | -3.1% | 0.02% | -11.1% |
| Q3 2022 | $233,000 | -62.6% | 5,027 | -58.8% | 0.02% | -61.7% |
| Q3 2021 | $623,000 | – | 12,211 | – | 0.05% | – |
Download | ||||||
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% |