SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $980,366 | +93.4% | 20,872 | +94.5% | 0.00% | 0.0% |
| Q2 2023 | $506,874 | -9.4% | 10,733 | -8.7% | 0.00% | 0.0% |
| Q1 2023 | $559,496 | -3.9% | 11,761 | -5.3% | 0.00% | 0.0% |
| Q4 2022 | $582,000 | -2.0% | 12,415 | -3.2% | 0.00% | 0.0% |
| Q3 2022 | $594,000 | -3.9% | 12,827 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $618,000 | +9.0% | 13,013 | +11.5% | 0.00% | 0.0% |
| Q1 2022 | $567,000 | -62.8% | 11,673 | -61.3% | 0.00% | -66.7% |
| Q4 2021 | $1,526,000 | -15.6% | 30,191 | -14.8% | 0.00% | -25.0% |
| Q3 2021 | $1,809,000 | +6.9% | 35,424 | +7.0% | 0.00% | 0.0% |
| Q2 2021 | $1,693,000 | +276.2% | 33,095 | +274.6% | 0.00% | +300.0% |
| Q1 2021 | $450,000 | – | 8,835 | – | 0.00% | – |
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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% |