SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 93 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $88,338 | -3.5% | 1,869 | -2.9% | 0.09% | -3.2% |
| Q1 2023 | $91,543 | -12.6% | 1,924 | -13.8% | 0.09% | +14.8% |
| Q4 2022 | $104,697 | -65.0% | 2,232 | -65.5% | 0.08% | -65.8% |
| Q3 2022 | $299,000 | -29.0% | 6,466 | -27.0% | 0.24% | -24.8% |
| Q2 2022 | $421,000 | -5.0% | 8,856 | -2.9% | 0.32% | +8.2% |
| Q1 2022 | $443,000 | -90.2% | 9,122 | -89.8% | 0.29% | -89.5% |
| Q4 2021 | $4,526,000 | -28.7% | 89,542 | -28.0% | 2.76% | -31.4% |
| Q3 2021 | $6,350,000 | -27.2% | 124,381 | -27.0% | 4.02% | -25.3% |
| Q2 2021 | $8,718,000 | +19.9% | 170,335 | +19.4% | 5.38% | +14.1% |
| Q1 2021 | $7,274,000 | – | 142,691 | – | 4.72% | – |
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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% |