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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,832,437 | -45.6% | 38,602 | -46.9% | 1.81% | -47.0% |
| Q3 2022 | $3,368,000 | +0.2% | 72,748 | +2.7% | 3.41% | +2.9% |
| Q2 2022 | $3,362,000 | -2.4% | 70,807 | -0.1% | 3.32% | +22.9% |
| Q1 2022 | $3,443,000 | -18.8% | 70,899 | -15.5% | 2.70% | -15.0% |
| Q4 2021 | $4,242,000 | +8.7% | 83,908 | +9.7% | 3.18% | +1.0% |
| Q3 2021 | $3,904,000 | +3.7% | 76,469 | +3.6% | 3.15% | -12.3% |
| Q1 2021 | $3,764,000 | – | 73,843 | – | 3.59% | – |
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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% |