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 | ||||
---|---|---|---|---|---|---|
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% | – |
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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% |