SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 2 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
Download |
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% |