SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |