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 2022 | $223,000 | -2.6% | 4,825 | 0.0% | 0.17% | +6.2% |
| Q2 2022 | $229,000 | -2.1% | 4,825 | 0.0% | 0.16% | +14.3% |
| Q1 2022 | $234,000 | -4.1% | 4,825 | 0.0% | 0.14% | -0.7% |
| Q4 2021 | $244,000 | -10.0% | 4,825 | -9.0% | 0.14% | -16.6% |
| Q3 2021 | $271,000 | 0.0% | 5,300 | 0.0% | 0.17% | -0.6% |
| Q2 2021 | $271,000 | +0.4% | 5,300 | 0.0% | 0.17% | -5.6% |
| Q1 2021 | $270,000 | -6.2% | 5,300 | -5.4% | 0.18% | -13.9% |
| Q4 2020 | $288,000 | 0.0% | 5,600 | 0.0% | 0.21% | -16.1% |
| Q3 2020 | $288,000 | -5.6% | 5,600 | -5.5% | 0.25% | -9.8% |
| Q2 2020 | $305,000 | +8.5% | 5,925 | +3.5% | 0.28% | -7.1% |
| Q1 2020 | $281,000 | – | 5,725 | – | 0.30% | – |
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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% |