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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,436 | +21.7% | 11,933 | +23.4% | 0.18% | +20.5% |
| Q2 2023 | $457,195 | -10.6% | 9,672 | -10.1% | 0.15% | -25.9% |
| Q1 2023 | $511,657 | +18.9% | 10,757 | +17.3% | 0.20% | +10.1% |
| Q4 2022 | $430,169 | -34.6% | 9,174 | -35.4% | 0.18% | -39.9% |
| Q3 2022 | $658,000 | -15.5% | 14,203 | -13.4% | 0.30% | -8.6% |
| Q2 2022 | $779,000 | +13.4% | 16,395 | +15.9% | 0.33% | +19.0% |
| Q1 2022 | $687,000 | – | 14,149 | – | 0.27% | – |
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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% |