SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |