SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,131,832 | +6.5% | 24,099 | +7.2% | 0.19% | +9.3% |
| Q2 2023 | $1,062,923 | +71.6% | 22,486 | +72.7% | 0.17% | +56.4% |
| Q1 2023 | $619,378 | -8.2% | 13,022 | -9.5% | 0.11% | -15.4% |
| Q4 2022 | $674,442 | -20.6% | 14,383 | -21.5% | 0.13% | -27.4% |
| Q3 2022 | $849,000 | -25.7% | 18,330 | -23.8% | 0.18% | -26.3% |
| Q2 2022 | $1,142,000 | -13.0% | 24,047 | -11.0% | 0.24% | -1.6% |
| Q1 2022 | $1,312,000 | -7.5% | 27,009 | -3.8% | 0.25% | -9.9% |
| Q4 2021 | $1,419,000 | +2919.1% | 28,068 | +2970.9% | 0.27% | +2640.0% |
| Q3 2021 | $47,000 | – | 914 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Copperleaf Capital, LLC | 145,716 | $7,076,000 | 6.28% |
| CLIENT 1ST ADVISORY GROUP, LLC | 218,698 | $10,620,000 | 5.19% |
| Kaizen Financial Strategies | 70,899 | $3,443,000 | 2.70% |
| FLC Capital Advisors | 180,398 | $8,760,000 | 2.46% |
| TAP Consulting, LLC | 87,397 | $4,244,000 | 1.11% |
| VAN STRUM & TOWNE INC. | 42,627 | $2,070,000 | 0.78% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 25,760 | $1,251,000 | 0.77% |
| Midwest Heritage Bank, FSB | 19,689 | $956,000 | 0.75% |
| Financial Architects, Inc | 98,444 | $4,780,000 | 0.68% |
| Baldrige Asset Management LLC | 32,807 | $1,593,000 | 0.65% |