Costello Asset Management, INC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 81 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Costello Asset Management, INC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q4 2021$258,000
-0.8%
5,1000.0%0.16%
-4.8%
Q3 2021$260,000
-0.4%
5,1000.0%0.17%
-2.9%
Q2 2021$261,000
-8.4%
5,100
-8.9%
0.17%
-13.2%
Q1 2021$285,0005,6000.20%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 61,549$2,890,6292.29%
TAP Consulting, LLC 189,133$8,882,6552.29%
VAN STRUM & TOWNE INC. 46,467$2,179,6690.92%
Rosenberg Matthew Hamilton 55,919$2,626,2360.88%
CLIENT 1ST ADVISORY GROUP, LLC 27,822$1,306,6490.69%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 14,210$6670.53%
Jackson Creek Investment Advisors LLC 24,945$1,1720.50%
Crescent Sterling, Ltd. 8,140$382,2950.40%
Worth Asset Management, LLC 8,202$385,2070.31%
AlphaStar Capital Management, LLC 51,252$2,407,0710.30%
View complete list of SCHWAB STRATEGIC TR shareholders