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% | – |
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% |