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 | $3,616 | -1.9% | 77 | -1.3% | 0.00% | – |
| Q2 2023 | $3,687 | -68.1% | 78 | -67.9% | 0.00% | – |
| Q1 2023 | $11,558 | -17.6% | 243 | -18.7% | 0.00% | – |
| Q4 2022 | $14,020 | +0.1% | 299 | 0.0% | 0.00% | – |
| Q3 2022 | $14,000 | -26.3% | 299 | -24.7% | 0.00% | – |
| Q2 2022 | $19,000 | -38.7% | 397 | -38.3% | 0.00% | – |
| Q1 2022 | $31,000 | -6.1% | 643 | 0.0% | 0.00% | – |
| Q4 2021 | $33,000 | +57.1% | 643 | +52.7% | 0.00% | – |
| Q3 2021 | $21,000 | -4.5% | 421 | 0.0% | 0.00% | – |
| Q2 2021 | $22,000 | +450.0% | 421 | +446.8% | 0.00% | – |
| Q1 2021 | $4,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | – | 77 | – | 0.00% | – |
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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% |