SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 92 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Copperleaf Capital, LLC | 145,716 | $7,076,000 | 6.28% |
CLIENT 1ST ADVISORY GROUP, LLC | 218,698 | $10,620,000 | 5.19% |
Kaizen Financial Strategies | 70,899 | $3,443,000 | 2.70% |
FLC Capital Advisors | 180,398 | $8,760,000 | 2.46% |
TAP Consulting, LLC | 87,397 | $4,244,000 | 1.11% |
VAN STRUM & TOWNE INC. | 42,627 | $2,070,000 | 0.78% |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 25,760 | $1,251,000 | 0.77% |
Midwest Heritage Bank, FSB | 19,689 | $956,000 | 0.75% |
Financial Architects, Inc | 98,444 | $4,780,000 | 0.68% |
Baldrige Asset Management LLC | 32,807 | $1,593,000 | 0.65% |