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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,253,778 | +2.6% | 26,696 | +3.4% | 0.14% | -4.1% |
| Q2 2023 | $1,221,703 | -0.0% | 25,807 | +0.4% | 0.15% | -0.7% |
| Q1 2023 | $1,222,183 | -7.8% | 25,695 | -9.1% | 0.15% | -15.4% |
| Q4 2022 | $1,325,393 | +3.6% | 28,266 | +2.3% | 0.18% | -18.6% |
| Q3 2022 | $1,279,000 | -26.0% | 27,620 | -24.1% | 0.22% | -39.9% |
| Q2 2022 | $1,728,000 | -4.7% | 36,384 | -2.6% | 0.36% | +12.6% |
| Q1 2022 | $1,814,000 | +16.6% | 37,366 | +21.4% | 0.32% | +25.7% |
| Q4 2021 | $1,556,000 | -9.3% | 30,784 | -8.4% | 0.25% | -24.9% |
| Q3 2021 | $1,715,000 | -3.2% | 33,594 | -3.0% | 0.34% | -3.4% |
| Q2 2021 | $1,772,000 | +5.7% | 34,628 | +5.2% | 0.35% | +0.3% |
| Q1 2021 | $1,677,000 | +59.9% | 32,922 | +61.3% | 0.35% | +38.1% |
| Q4 2020 | $1,049,000 | +87.0% | 20,411 | +87.1% | 0.25% | +46.5% |
| Q3 2020 | $561,000 | -31.2% | 10,908 | -31.2% | 0.17% | -36.5% |
| Q2 2020 | $815,000 | – | 15,854 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Copperleaf Capital, LLC | 145,716 | $7,076,000 | 6.28% |
| CLIENT 1ST ADVISORY GROUP, LLC | 218,698 | $10,620,000 | 5.19% |
| Kaizen Financial Strategies | 70,899 | $3,443,000 | 2.70% |
| FLC Capital Advisors | 180,398 | $8,760,000 | 2.46% |
| TAP Consulting, LLC | 87,397 | $4,244,000 | 1.11% |
| VAN STRUM & TOWNE INC. | 42,627 | $2,070,000 | 0.78% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 25,760 | $1,251,000 | 0.77% |
| Midwest Heritage Bank, FSB | 19,689 | $956,000 | 0.75% |
| Financial Architects, Inc | 98,444 | $4,780,000 | 0.68% |
| Baldrige Asset Management LLC | 32,807 | $1,593,000 | 0.65% |