SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 84 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,827,274 | +9.3% | 124,077 | +10.0% | 0.00% | 0.0% |
| Q2 2023 | $5,329,650 | -12.1% | 112,749 | -11.6% | 0.00% | 0.0% |
| Q1 2023 | $6,064,918 | +6.3% | 127,508 | +4.8% | 0.00% | 0.0% |
| Q4 2022 | $5,707,075 | +304.8% | 121,712 | +299.7% | 0.00% | – |
| Q3 2022 | $1,410,000 | +59.0% | 30,451 | +63.1% | 0.00% | – |
| Q2 2022 | $887,000 | +60.1% | 18,669 | +63.5% | 0.00% | – |
| Q1 2022 | $554,000 | -16.2% | 11,421 | -12.7% | 0.00% | – |
| Q4 2021 | $661,000 | -69.8% | 13,084 | -69.4% | 0.00% | – |
| Q3 2021 | $2,186,000 | +10.1% | 42,814 | +10.3% | 0.00% | – |
| Q2 2021 | $1,986,000 | +29.3% | 38,800 | +28.8% | 0.00% | – |
| Q1 2021 | $1,536,000 | +345.2% | 30,123 | +347.9% | 0.00% | – |
| Q4 2020 | $345,000 | +8.8% | 6,725 | +9.2% | 0.00% | – |
| Q3 2020 | $317,000 | +487.0% | 6,160 | +488.3% | 0.00% | – |
| Q2 2020 | $54,000 | – | 1,047 | – | 0.00% | – |
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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% |