SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 81 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,640 | -0.6% | 9,404 | +0.0% | 0.02% | 0.0% |
| Q2 2023 | $444,376 | -0.6% | 9,401 | +0.0% | 0.02% | -8.3% |
| Q1 2023 | $447,123 | +1.2% | 9,400 | -0.3% | 0.02% | -11.1% |
| Q4 2022 | $441,968 | -9.4% | 9,426 | -8.3% | 0.03% | -18.2% |
| Q3 2022 | $488,000 | 0.0% | 10,275 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $488,000 | -68.7% | 10,275 | -66.6% | 0.03% | -64.5% |
| Q4 2021 | $1,557,000 | -23.2% | 30,797 | -22.5% | 0.09% | +43.1% |
| Q3 2021 | $2,028,000 | -19.3% | 39,731 | -19.0% | 0.06% | -18.8% |
| Q2 2021 | $2,512,000 | +28.9% | 49,072 | +28.4% | 0.08% | +14.3% |
| Q1 2021 | $1,949,000 | – | 38,231 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kades & Cheifetz LLC | 61,549 | $2,890,629 | 2.29% |
| TAP Consulting, LLC | 189,133 | $8,882,655 | 2.29% |
| VAN STRUM & TOWNE INC. | 46,467 | $2,179,669 | 0.92% |
| Rosenberg Matthew Hamilton | 55,919 | $2,626,236 | 0.88% |
| CLIENT 1ST ADVISORY GROUP, LLC | 27,822 | $1,306,649 | 0.69% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 14,210 | $667 | 0.53% |
| Jackson Creek Investment Advisors LLC | 24,945 | $1,172 | 0.50% |
| Crescent Sterling, Ltd. | 8,140 | $382,295 | 0.40% |
| Worth Asset Management, LLC | 8,202 | $385,207 | 0.31% |
| AlphaStar Capital Management, LLC | 51,252 | $2,407,071 | 0.30% |