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 | $202,202,000 | +79821.7% | 8,708 | +63.5% | 0.00% | -33.3% |
| Q2 2022 | $253,000 | -33.1% | 5,325 | -31.5% | 0.00% | -25.0% |
| Q1 2022 | $378,000 | -31.9% | 7,778 | -29.1% | 0.00% | -33.3% |
| Q4 2021 | $555,000 | -4.8% | 10,976 | -3.8% | 0.01% | 0.0% |
| Q3 2021 | $583,000 | -9.9% | 11,413 | -9.7% | 0.01% | -14.3% |
| Q2 2021 | $647,000 | +190.1% | 12,636 | +189.1% | 0.01% | +133.3% |
| Q1 2021 | $223,000 | – | 4,371 | – | 0.00% | – |
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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% |