SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 93 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7,213,119 | -2.0% | 149,301 | -2.0% | 2.79% | -0.1% |
| Q1 2024 | $7,362,749 | +40.3% | 152,343 | +40.6% | 2.79% | +34.7% |
| Q4 2023 | $5,247,970 | +190.3% | 108,378 | +185.2% | 2.07% | +208.3% |
| Q1 2023 | $1,807,470 | +1.4% | 38,000 | 0.0% | 0.67% | -1.8% |
| Q4 2022 | $1,781,820 | +113.9% | 38,000 | +111.1% | 0.68% | +100.6% |
| Q3 2022 | $833,000 | -2.6% | 18,000 | 0.0% | 0.34% | +4.9% |
| Q2 2022 | $855,000 | -2.2% | 18,000 | 0.0% | 0.32% | +9.1% |
| Q1 2022 | $874,000 | -4.0% | 18,000 | 0.0% | 0.30% | -2.6% |
| Q4 2021 | $910,000 | – | 18,000 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RFP Financial Group LLC | 181,325 | $8,502,589 | 3.81% |
| TAP Consulting, LLC | 192,527 | $9,027,602 | 2.36% |
| Baldrige Asset Management LLC | 101,303 | $4,750 | 2.11% |
| CLIENT 1ST ADVISORY GROUP, LLC | 70,835 | $3,321,467 | 1.94% |
| Kaizen Financial Strategies | 38,602 | $1,832,437 | 1.81% |
| Kades & Cheifetz LLC | 36,557 | $1,714,178 | 1.43% |
| Rosenberg Matthew Hamilton | 79,546 | $3,729,912 | 1.26% |
| VAN STRUM & TOWNE INC. | 41,290 | $1,936,088 | 0.83% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 21,593 | $1,013 | 0.83% |
| Columbus Macro, LLC | 38,000 | $1,781,820 | 0.68% |