SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 80 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,096,818 | -28.6% | 44,646 | -28.1% | 0.04% | -26.0% |
| Q2 2023 | $2,934,731 | +47696.9% | 62,084 | -51.9% | 0.05% | -60.6% |
| Q1 2023 | $6,140 | +3.2% | 129,083 | +1.7% | 0.13% | -21.6% |
| Q4 2022 | $5,950 | -99.9% | 126,899 | +37.7% | 0.16% | +19.1% |
| Q3 2022 | $4,268,000 | -6.3% | 92,182 | -3.9% | 0.14% | -4.2% |
| Q2 2022 | $4,557,000 | +1220.9% | 95,968 | +1305.5% | 0.14% | +1320.0% |
| Q4 2021 | $345,000 | -12.7% | 6,828 | -11.8% | 0.01% | -23.1% |
| Q3 2021 | $395,000 | -40.1% | 7,743 | -39.9% | 0.01% | -43.5% |
| Q2 2021 | $659,000 | +39.9% | 12,882 | +39.4% | 0.02% | +21.1% |
| Q1 2021 | $471,000 | – | 9,241 | – | 0.02% | – |
Download | ||||||
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% |