SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $153 | -1.9% | 3,215 | -3.4% | 0.01% | -20.0% |
| Q4 2022 | $156 | -99.9% | 3,327 | -1.1% | 0.02% | 0.0% |
| Q3 2022 | $156,000 | -2.5% | 3,365 | +0.1% | 0.02% | -6.2% |
| Q2 2022 | $160,000 | -38.9% | 3,362 | -37.7% | 0.02% | -23.8% |
| Q1 2022 | $262,000 | -90.3% | 5,397 | -90.0% | 0.02% | -89.8% |
| Q4 2021 | $2,715,000 | +1.6% | 53,712 | +2.7% | 0.20% | -8.5% |
| Q3 2021 | $2,671,000 | -18.0% | 52,310 | -17.8% | 0.22% | -18.2% |
| Q2 2021 | $3,256,000 | +94.5% | 63,625 | +93.7% | 0.27% | +66.1% |
| Q1 2021 | $1,674,000 | – | 32,845 | – | 0.16% | – |
Download | ||||||
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% |