SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 102 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,253 | +47.8% | 11,844 | +48.7% | 0.06% | +47.7% |
| Q2 2023 | $376,458 | -4.9% | 7,964 | -4.3% | 0.04% | -15.4% |
| Q1 2023 | $395,836 | +7.7% | 8,322 | +6.2% | 0.05% | -3.7% |
| Q4 2022 | $367,524 | -15.3% | 7,838 | -16.3% | 0.05% | -23.9% |
| Q3 2022 | $434,000 | -6.3% | 9,367 | -3.9% | 0.07% | -6.6% |
| Q2 2022 | $463,000 | -3.1% | 9,743 | -1.0% | 0.08% | +4.1% |
| Q1 2022 | $478,000 | -74.1% | 9,846 | -73.0% | 0.07% | -73.7% |
| Q4 2021 | $1,845,000 | -19.2% | 36,492 | -18.4% | 0.28% | -26.5% |
| Q3 2021 | $2,283,000 | +6.1% | 44,719 | +6.4% | 0.38% | +1.3% |
| Q2 2021 | $2,152,000 | +36.8% | 42,041 | +36.2% | 0.37% | +21.5% |
| Q1 2021 | $1,573,000 | – | 30,861 | – | 0.31% | – |
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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% |