SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 102 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $557,897 | -8.1% | 11,879 | -7.5% | 0.02% | -16.7% |
| Q2 2023 | $606,758 | -34.0% | 12,836 | -33.6% | 0.02% | -38.5% |
| Q1 2023 | $919,907 | -14.4% | 19,340 | -15.6% | 0.04% | -17.0% |
| Q4 2022 | $1,075,094 | -7.0% | 22,928 | -8.1% | 0.05% | -14.5% |
| Q3 2022 | $1,156,000 | -2.4% | 24,961 | +0.1% | 0.06% | -3.5% |
| Q2 2022 | $1,184,000 | -4.3% | 24,940 | +1.9% | 0.06% | +11.8% |
| Q4 2021 | $1,237,000 | +43.7% | 24,475 | +45.1% | 0.05% | +24.4% |
| Q3 2021 | $861,000 | +11.1% | 16,872 | +11.3% | 0.04% | +7.9% |
| Q2 2021 | $775,000 | +17.2% | 15,161 | +16.8% | 0.04% | 0.0% |
| Q1 2021 | $661,000 | +4.4% | 12,981 | +5.4% | 0.04% | -17.4% |
| Q4 2020 | $633,000 | +29.2% | 12,315 | +29.4% | 0.05% | +4.5% |
| Q3 2020 | $490,000 | +19.2% | 9,520 | +19.2% | 0.04% | +7.3% |
| Q2 2020 | $411,000 | +5.7% | 7,988 | +0.8% | 0.04% | -22.6% |
| Q1 2020 | $389,000 | – | 7,925 | – | 0.05% | – |
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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% |