SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |