SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,882,655 | +1.6% | 189,133 | +2.2% | 2.29% | +6.5% |
| Q2 2023 | $8,745,292 | -2.1% | 185,007 | -1.5% | 2.15% | -1.8% |
| Q1 2023 | $8,932,210 | -1.1% | 187,790 | -2.5% | 2.19% | -7.6% |
| Q4 2022 | $9,027,602 | +2.4% | 192,527 | +1.1% | 2.36% | +0.2% |
| Q3 2022 | $8,815,000 | -3.4% | 190,384 | -1.0% | 2.36% | -6.8% |
| Q2 2022 | $9,129,000 | +115.1% | 192,237 | +120.0% | 2.53% | +127.8% |
| Q1 2022 | $4,244,000 | +62.1% | 87,397 | +68.8% | 1.11% | +86.3% |
| Q4 2021 | $2,618,000 | – | 51,789 | – | 0.60% | – |
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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% |