SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 84 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $255,000 | -72.5% | 5,439 | -71.5% | 0.07% | -70.5% |
| Q1 2022 | $927,000 | -92.9% | 19,086 | -92.6% | 0.23% | -93.0% |
| Q4 2021 | $13,047,000 | -11.7% | 258,110 | -10.9% | 3.26% | -19.9% |
| Q3 2021 | $14,782,000 | -17.3% | 289,537 | -17.1% | 4.07% | -18.4% |
| Q2 2021 | $17,872,000 | +35.9% | 349,192 | +35.3% | 4.99% | +20.5% |
| Q1 2021 | $13,154,000 | – | 258,018 | – | 4.14% | – |
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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% |