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 | $11,882 | -87.6% | 253 | -87.5% | 0.00% | – |
| Q2 2023 | $95,627 | -62.5% | 2,023 | -62.3% | 0.00% | – |
| Q1 2023 | $254,901 | +377.7% | 5,359 | +370.9% | 0.00% | – |
| Q4 2022 | $53,361 | -56.3% | 1,138 | -56.7% | 0.00% | – |
| Q3 2022 | $122,000 | +351.9% | 2,627 | +365.0% | 0.00% | – |
| Q2 2022 | $27,000 | -67.9% | 565 | -67.4% | 0.00% | – |
| Q1 2022 | $84,000 | +1100.0% | 1,733 | +1165.0% | 0.00% | – |
| Q4 2021 | $7,000 | -85.4% | 137 | -85.5% | 0.00% | – |
| Q3 2021 | $48,000 | +11.6% | 943 | +13.2% | 0.00% | – |
| Q3 2020 | $43,000 | – | 833 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CLIENT 1ST ADVISORY GROUP, LLC | 283,022 | $14,485,000 | 7.51% |
| Copperleaf Capital, LLC | 133,209 | $6,818,000 | 6.68% |
| Spectrum Planning & Advisory Services Inc. | 118,296 | $6,054,000 | 5.82% |
| Clearview Wealth Advisors LLC | 170,335 | $8,718,000 | 5.38% |
| Horst & Graben Wealth Management LLC | 349,192 | $17,872,000 | 4.99% |
| Cooper Financial Group | 369,171 | $18,894,000 | 3.84% |
| VIVID FINANCIAL MANAGEMENT, INC. | 175,302 | $8,972,000 | 3.69% |
| Physician Wealth Advisors, Inc. | 179,794 | $9,215,000 | 2.64% |
| One Wealth Advisors, LLC | 124,698 | $6,382,000 | 2.02% |
| GPM Growth Investors, Inc. | 72,319 | $3,701,000 | 1.94% |