Essex LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 2 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Essex LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$947,049
-50.6%
20,165
-50.3%
0.27%
-0.4%
Q2 2023$1,918,690
+91.4%
40,590
+89.9%
0.27%
-11.9%
Q1 2023$1,002,5080.0%21,3800.0%0.30%0.0%
Q4 2022$1,002,50821,3800.30%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q4 2023
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 61,549$2,890,6292.29%
TAP Consulting, LLC 189,133$8,882,6552.29%
VAN STRUM & TOWNE INC. 46,467$2,179,6690.92%
Rosenberg Matthew Hamilton 55,919$2,626,2360.88%
CLIENT 1ST ADVISORY GROUP, LLC 27,822$1,306,6490.69%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 14,210$6670.53%
Jackson Creek Investment Advisors LLC 24,945$1,1720.50%
Crescent Sterling, Ltd. 8,140$382,2950.40%
Worth Asset Management, LLC 8,202$385,2070.31%
AlphaStar Capital Management, LLC 51,252$2,407,0710.30%
View complete list of SCHWAB STRATEGIC TR shareholders