SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Kades & Cheifetz LLC | 61,549 | $2,890,629 | 2.29% |
| TAP Consulting, LLC | 189,133 | $8,882,655 | 2.29% |
| VAN STRUM & TOWNE INC. | 46,467 | $2,179,669 | 0.92% |
| Rosenberg Matthew Hamilton | 55,919 | $2,626,236 | 0.88% |
| CLIENT 1ST ADVISORY GROUP, LLC | 27,822 | $1,306,649 | 0.69% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 14,210 | $667 | 0.53% |
| Jackson Creek Investment Advisors LLC | 24,945 | $1,172 | 0.50% |
| Crescent Sterling, Ltd. | 8,140 | $382,295 | 0.40% |
| Worth Asset Management, LLC | 8,202 | $385,207 | 0.31% |
| AlphaStar Capital Management, LLC | 51,252 | $2,407,071 | 0.30% |