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 | $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 ↓ |
|---|---|---|---|
| CLIENT 1ST ADVISORY GROUP, LLC | 283,022 | $14,485,000 | 7.51% |
| Copperleaf Capital, LLC | 133,209 | $6,818,000 | 6.68% |
| Spectrum Planning & Advisory Services Inc. | 118,296 | $6,054,000 | 5.82% |
| Clearview Wealth Advisors LLC | 170,335 | $8,718,000 | 5.38% |
| Horst & Graben Wealth Management LLC | 349,192 | $17,872,000 | 4.99% |
| Cooper Financial Group | 369,171 | $18,894,000 | 3.84% |
| VIVID FINANCIAL MANAGEMENT, INC. | 175,302 | $8,972,000 | 3.69% |
| Physician Wealth Advisors, Inc. | 179,794 | $9,215,000 | 2.64% |
| One Wealth Advisors, LLC | 124,698 | $6,382,000 | 2.02% |
| GPM Growth Investors, Inc. | 72,319 | $3,701,000 | 1.94% |