SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,130,917 | -6.1% | 24,080 | -5.5% | 0.01% | 0.0% |
| Q2 2023 | $1,204,440 | +5.2% | 25,480 | +5.8% | 0.01% | 0.0% |
| Q1 2023 | $1,145,365 | +1.4% | 24,080 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $1,129,111 | -7.1% | 24,080 | -8.3% | 0.01% | -14.3% |
| Q3 2022 | $1,215,000 | -2.6% | 26,250 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $1,247,000 | -2.2% | 26,250 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $1,275,000 | -3.9% | 26,250 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $1,327,000 | -1.0% | 26,250 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $1,340,000 | -0.2% | 26,250 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,343,000 | +0.4% | 26,250 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,338,000 | – | 26,250 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CLIENT 1ST ADVISORY GROUP, LLC | 283,022 | $14,485,000 | 7.51% |
| Copperleaf Capital, LLC | 133,209 | $6,818,000 | 6.68% |
| Spectrum Planning & Advisory Services Inc. | 118,296 | $6,054,000 | 5.82% |
| Clearview Wealth Advisors LLC | 170,335 | $8,718,000 | 5.38% |
| Horst & Graben Wealth Management LLC | 349,192 | $17,872,000 | 4.99% |
| Cooper Financial Group | 369,171 | $18,894,000 | 3.84% |
| VIVID FINANCIAL MANAGEMENT, INC. | 175,302 | $8,972,000 | 3.69% |
| Physician Wealth Advisors, Inc. | 179,794 | $9,215,000 | 2.64% |
| One Wealth Advisors, LLC | 124,698 | $6,382,000 | 2.02% |
| GPM Growth Investors, Inc. | 72,319 | $3,701,000 | 1.94% |