SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $101,178 | -54.1% | 2,155 | -52.5% | 0.01% | 0.0% |
| Q2 2023 | $220,638 | +106.4% | 4,540 | +112.3% | 0.01% | 0.0% |
| Q1 2023 | $106,883 | +98865.7% | 2,138 | +0.4% | 0.01% | +66.7% |
| Q4 2022 | $108 | -99.9% | 2,129 | +0.7% | 0.00% | 0.0% |
| Q3 2022 | $107,000 | 0.0% | 2,115 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $107,000 | -65.0% | 2,106 | -65.4% | 0.00% | -25.0% |
| Q1 2022 | $306,000 | +61.1% | 6,081 | +61.2% | 0.00% | 0.0% |
| Q4 2021 | $190,000 | -19.8% | 3,773 | -17.2% | 0.00% | -20.0% |
| Q3 2021 | $237,000 | -5.6% | 4,555 | -5.3% | 0.01% | 0.0% |
| Q2 2021 | $251,000 | +24.3% | 4,808 | +21.8% | 0.01% | +25.0% |
| Q1 2021 | $202,000 | +96.1% | 3,949 | +96.6% | 0.00% | 0.0% |
| Q4 2020 | $103,000 | 0.0% | 2,009 | +0.4% | 0.00% | -33.3% |
| Q3 2020 | $103,000 | – | 2,001 | – | 0.01% | – |
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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% |