SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 102 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $95,000 | -49.7% | 1,958 | -47.7% | 0.04% | -52.6% |
| Q4 2021 | $189,000 | -62.6% | 3,742 | -62.2% | 0.08% | -66.8% |
| Q3 2021 | $506,000 | +10.5% | 9,907 | +10.6% | 0.23% | +3.6% |
| Q2 2021 | $458,000 | +16.2% | 8,958 | +16.0% | 0.22% | -3.1% |
| Q1 2021 | $394,000 | – | 7,722 | – | 0.23% | – |
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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% |