SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 91 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $554,818 | -0.6% | 11,462 | -1.3% | 0.14% | -6.7% |
| Q1 2024 | $558,388 | -0.1% | 11,613 | +0.3% | 0.15% | -6.2% |
| Q4 2023 | $558,918 | +0.4% | 11,573 | -3.0% | 0.16% | -9.1% |
| 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 ↓ |
|---|---|---|---|
| CLIENT 1ST ADVISORY GROUP, LLC | 322,963 | $16,489,000 | 8.42% |
| Copperleaf Capital, LLC | 112,181 | $5,727,000 | 5.51% |
| Spectrum Planning & Advisory Services Inc. | 89,709 | $4,580,000 | 4.49% |
| Northstar Advisory Group, LLC | 89,709 | $4,580,000 | 4.49% |
| Horst & Graben Wealth Management LLC | 289,537 | $14,782,000 | 4.07% |
| Clearview Wealth Advisors LLC | 124,381 | $6,350,000 | 4.02% |
| VIVID FINANCIAL MANAGEMENT, INC. | 166,948 | $8,524,000 | 3.50% |
| Kaizen Financial Strategies | 76,469 | $3,904,000 | 3.15% |
| Cooper Financial Group | 268,553 | $13,711,000 | 2.84% |
| CCG WEALTH MANAGEMENT, LLC | 93,818 | $4,790,000 | 2.77% |