Baldrige Asset Management LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Baldrige Asset Management LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2023$4,862
+2.4%
102,217
+0.9%
1.99%
-5.7%
Q4 2022$4,750
-99.9%
101,303
-23.5%
2.11%
-27.6%
Q3 2022$6,130,000
+23.6%
132,388
+26.7%
2.92%
+28.4%
Q2 2022$4,961,000
+211.4%
104,474
+218.5%
2.27%
+249.2%
Q1 2022$1,593,00032,8070.65%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
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