LifeSteps Financial, Inc. - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 86 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LifeSteps Financial, Inc. ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q1 2024$4,833
-98.9%
100
-98.9%
0.00%
-99.2%
Q3 2022$433,000
-7.9%
9,357
-5.5%
0.49%
-0.4%
Q2 2022$470,000
-10.0%
9,902
-7.9%
0.49%
+26.9%
Q1 2022$522,00010,7490.39%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2024
NameSharesValueWeighting ↓
White Wing Wealth Management 136,208$6,576,1305.26%
Columbus Macro, LLC 149,301$7,213,1192.79%
Kades & Cheifetz LLC 83,427$4,027,8362.53%
TAP Consulting, LLC 155,617$7,513,2031.58%
VAN STRUM & TOWNE INC. 46,360$2,238,2610.81%
Rosenberg Matthew Hamilton 56,038$2,694,8670.80%
Essex LLC 64,395$3,108,9910.70%
Cape Investment Advisory, Inc. 29,830$1,440,1740.65%
Jackson Creek Investment Advisors LLC 35,312$1,7050.62%
Stonekeep Investments, LLC 15,915$768,3740.62%
View complete list of SCHWAB STRATEGIC TR shareholders