SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 81 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $241,266 | -0.9% | 5,104 | 0.0% | 0.10% | -4.5% |
| Q1 2023 | $243,512 | -2.9% | 5,104 | -3.5% | 0.11% | -3.5% |
| Q4 2022 | $250,799 | -0.9% | 5,290 | -3.3% | 0.11% | -11.6% |
| Q3 2022 | $253,000 | -33.8% | 5,473 | -31.4% | 0.13% | -29.1% |
| Q2 2022 | $382,000 | -23.0% | 7,981 | -23.0% | 0.18% | -18.8% |
| Q1 2022 | $496,000 | -87.6% | 10,363 | -87.0% | 0.22% | -86.7% |
| Q4 2021 | $4,008,000 | +2.7% | 79,869 | +3.2% | 1.68% | +0.2% |
| Q3 2021 | $3,904,000 | – | 77,359 | – | 1.68% | – |
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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% |