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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $87,000 | -37.0% | 1,854 | -36.4% | 0.00% | – |
| Q2 2023 | $138,000 | +5.3% | 2,914 | +5.9% | 0.00% | – |
| Q1 2023 | $131,000 | +1.6% | 2,752 | 0.0% | 0.00% | – |
| Q4 2022 | $129,000 | -78.0% | 2,752 | -78.3% | 0.00% | – |
| Q3 2022 | $586,000 | -2.5% | 12,658 | 0.0% | 0.00% | – |
| Q2 2022 | $601,000 | +362.3% | 12,658 | +374.8% | 0.00% | – |
| Q1 2022 | $130,000 | 0.0% | 2,666 | +3.5% | 0.00% | – |
| Q4 2021 | $130,000 | +202.3% | 2,577 | +200.0% | 0.00% | – |
| Q3 2021 | $43,000 | +87.0% | 859 | +95.7% | 0.00% | – |
| Q2 2021 | $23,000 | +43.8% | 439 | +35.9% | 0.00% | – |
| Q1 2021 | $16,000 | -5.9% | 323 | 0.0% | 0.00% | – |
| Q4 2020 | $17,000 | 0.0% | 323 | 0.0% | 0.00% | – |
| Q3 2020 | $17,000 | 0.0% | 323 | 0.0% | 0.00% | – |
| Q2 2020 | $17,000 | +6.2% | 323 | 0.0% | 0.00% | – |
| Q1 2020 | $16,000 | – | 323 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WASHBURN CAPITAL MANAGEMENT, INC. | 63,676 | $3,271,000 | 2.27% |
| Physician Wealth Advisors, Inc. | 57,927 | $2,974,000 | 1.01% |
| Financial Architects, Inc | 73,211 | $3,761,000 | 0.70% |
| LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 13,821 | $710,000 | 0.54% |
| Truadvice, LLC | 33,227 | $1,706,000 | 0.52% |
| Charles Schwab Trust Co | 20,411 | $1,049,000 | 0.25% |
| ARBOR TRUST WEALTH ADVISORS, LLC | 5,600 | $288,000 | 0.21% |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 8,180 | $420,000 | 0.19% |
| Mirador Capital Partners LP | 9,232 | $474,000 | 0.13% |
| FLOW TRADERS U.S. LLC | 16,303 | $837,000 | 0.06% |