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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $616,463 | -15.7% | 13,147 | -16.7% | 0.07% | -19.3% |
| Q3 2022 | $731,000 | -19.3% | 15,791 | -17.2% | 0.09% | -21.4% |
| Q2 2022 | $906,000 | -17.1% | 19,071 | -15.3% | 0.11% | -11.8% |
| Q1 2022 | $1,093,000 | -46.6% | 22,513 | -44.4% | 0.13% | -50.8% |
| Q4 2021 | $2,047,000 | -18.8% | 40,495 | -18.0% | 0.26% | -34.2% |
| Q3 2021 | $2,521,000 | +29.8% | 49,382 | +30.1% | 0.39% | +28.9% |
| Q2 2021 | $1,942,000 | +222.6% | 37,945 | +221.5% | 0.30% | +137.5% |
| Q1 2021 | $602,000 | – | 11,801 | – | 0.13% | – |
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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% |