SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |