SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,306,649 | -35.2% | 27,822 | -34.8% | 0.69% | -34.9% |
| Q2 2023 | $2,015,806 | -17.5% | 42,645 | -17.0% | 1.06% | -19.8% |
| Q1 2023 | $2,442,860 | -26.5% | 51,358 | -27.5% | 1.32% | -31.8% |
| Q4 2022 | $3,321,467 | -21.8% | 70,835 | -22.7% | 1.94% | -26.4% |
| Q3 2022 | $4,245,000 | -10.1% | 91,674 | -7.8% | 2.64% | -6.0% |
| Q2 2022 | $4,720,000 | -55.6% | 99,396 | -54.6% | 2.81% | -45.9% |
| Q1 2022 | $10,620,000 | -26.9% | 218,698 | -23.9% | 5.19% | -26.8% |
| Q4 2021 | $14,525,000 | -11.9% | 287,346 | -11.0% | 7.09% | -15.8% |
| Q3 2021 | $16,489,000 | +13.8% | 322,963 | +14.1% | 8.42% | +12.1% |
| Q2 2021 | $14,485,000 | +267.0% | 283,022 | +265.6% | 7.51% | +232.4% |
| Q1 2021 | $3,947,000 | – | 77,419 | – | 2.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CLIENT 1ST ADVISORY GROUP, LLC | 283,022 | $14,485,000 | 7.51% |
| Copperleaf Capital, LLC | 133,209 | $6,818,000 | 6.68% |
| Spectrum Planning & Advisory Services Inc. | 118,296 | $6,054,000 | 5.82% |
| Clearview Wealth Advisors LLC | 170,335 | $8,718,000 | 5.38% |
| Horst & Graben Wealth Management LLC | 349,192 | $17,872,000 | 4.99% |
| Cooper Financial Group | 369,171 | $18,894,000 | 3.84% |
| VIVID FINANCIAL MANAGEMENT, INC. | 175,302 | $8,972,000 | 3.69% |
| Physician Wealth Advisors, Inc. | 179,794 | $9,215,000 | 2.64% |
| One Wealth Advisors, LLC | 124,698 | $6,382,000 | 2.02% |
| GPM Growth Investors, Inc. | 72,319 | $3,701,000 | 1.94% |