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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $5,429,000 | -19.0% | 107,972 | -18.0% | 1.42% | -22.7% |
Q3 2021 | $6,699,000 | -27.3% | 131,694 | -26.8% | 1.84% | -30.2% |
Q2 2021 | $9,215,000 | +173.4% | 179,794 | +171.7% | 2.64% | +140.8% |
Q1 2021 | $3,370,000 | +13.3% | 66,180 | +14.2% | 1.10% | +8.3% |
Q4 2020 | $2,974,000 | – | 57,927 | – | 1.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RFP Financial Group LLC | 181,325 | $8,502,589 | 3.81% |
TAP Consulting, LLC | 192,527 | $9,027,602 | 2.36% |
Baldrige Asset Management LLC | 101,303 | $4,750 | 2.11% |
CLIENT 1ST ADVISORY GROUP, LLC | 70,835 | $3,321,467 | 1.94% |
Kaizen Financial Strategies | 38,602 | $1,832,437 | 1.81% |
Kades & Cheifetz LLC | 36,557 | $1,714,178 | 1.43% |
Rosenberg Matthew Hamilton | 79,546 | $3,729,912 | 1.26% |
VAN STRUM & TOWNE INC. | 41,290 | $1,936,088 | 0.83% |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 21,593 | $1,013 | 0.83% |
Columbus Macro, LLC | 38,000 | $1,781,820 | 0.68% |