SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 29 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97,533,655 | -0.8% | 2,076,730 | -0.1% | 0.03% | 0.0% |
| Q2 2023 | $98,278,678 | -0.6% | 2,079,092 | -0.0% | 0.03% | -6.7% |
| Q1 2023 | $98,894,024 | +1.5% | 2,079,134 | +0.0% | 0.03% | -3.2% |
| Q4 2022 | $97,473,150 | +1.4% | 2,078,762 | +0.1% | 0.03% | -8.8% |
| Q3 2022 | $96,112,000 | +5.4% | 2,075,840 | +8.1% | 0.03% | +6.2% |
| Q2 2022 | $91,227,000 | -0.0% | 1,921,132 | +2.3% | 0.03% | +18.5% |
| Q1 2022 | $91,237,000 | -1.1% | 1,878,852 | +3.0% | 0.03% | 0.0% |
| Q4 2021 | $92,244,000 | +4.1% | 1,824,798 | +5.2% | 0.03% | -6.9% |
| Q3 2021 | $88,572,000 | +4.4% | 1,734,836 | +4.7% | 0.03% | +3.6% |
| Q2 2021 | $84,805,000 | +5.8% | 1,656,999 | +5.4% | 0.03% | -3.4% |
| Q1 2021 | $80,136,000 | +229.3% | 1,571,918 | +231.8% | 0.03% | +190.0% |
| Q4 2020 | $24,334,000 | -46.8% | 473,715 | -46.7% | 0.01% | -52.4% |
| Q3 2020 | $45,758,000 | -49.4% | 889,006 | -49.5% | 0.02% | -52.3% |
| Q2 2020 | $90,427,000 | +623.8% | 1,758,766 | +590.2% | 0.04% | +528.6% |
| Q1 2020 | $12,494,000 | – | 254,817 | – | 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% |