SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 81 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
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 ↓ |
|---|---|---|---|
| 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% |