SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 81 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,037,000 | -66.9% | 44,001 | -66.0% | 2.20% | -64.6% |
| Q2 2022 | $6,145,000 | -13.2% | 129,411 | -11.2% | 6.22% | -1.0% |
| Q1 2022 | $7,076,000 | -2.2% | 145,716 | +1.9% | 6.28% | +0.5% |
| Q4 2021 | $7,232,000 | +26.3% | 143,066 | +27.5% | 6.25% | +13.3% |
| Q3 2021 | $5,727,000 | -16.0% | 112,181 | -15.8% | 5.51% | -17.4% |
| Q2 2021 | $6,818,000 | +6.0% | 133,209 | +5.6% | 6.68% | -2.8% |
| Q1 2021 | $6,433,000 | – | 126,194 | – | 6.86% | – |
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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% |