SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 91 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $209,583 | -0.1% | 4,341 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $209,801 | +0.4% | 4,341 | 0.0% | 0.01% | -12.5% |
| Q4 2023 | $209,018 | +2.5% | 4,341 | 0.0% | 0.01% | -20.0% |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RFP Financial Group LLC | 181,325 | $8,502,589 | 3.81% |
| TAP Consulting, LLC | 192,527 | $9,027,602 | 2.36% |
| Baldrige Asset Management LLC | 101,303 | $4,750 | 2.11% |
| CLIENT 1ST ADVISORY GROUP, LLC | 70,835 | $3,321,467 | 1.94% |
| Kaizen Financial Strategies | 38,602 | $1,832,437 | 1.81% |
| Kades & Cheifetz LLC | 36,557 | $1,714,178 | 1.43% |
| Rosenberg Matthew Hamilton | 79,546 | $3,729,912 | 1.26% |
| VAN STRUM & TOWNE INC. | 41,290 | $1,936,088 | 0.83% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 21,593 | $1,013 | 0.83% |
| Columbus Macro, LLC | 38,000 | $1,781,820 | 0.68% |