SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 102 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,179,669 | +0.6% | 46,467 | +1.4% | 0.92% | +2.6% |
| Q2 2023 | $2,166,858 | +10.3% | 45,840 | +11.0% | 0.90% | +6.9% |
| Q1 2023 | $1,963,959 | +1.4% | 41,290 | 0.0% | 0.84% | +0.7% |
| Q4 2022 | $1,936,088 | +2.0% | 41,290 | +0.7% | 0.83% | -4.9% |
| Q3 2022 | $1,898,000 | -6.2% | 41,000 | -3.8% | 0.88% | +1.6% |
| Q2 2022 | $2,024,000 | -2.2% | 42,627 | 0.0% | 0.86% | +11.2% |
| Q1 2022 | $2,070,000 | -3.6% | 42,627 | +0.3% | 0.78% | -0.4% |
| Q4 2021 | $2,148,000 | +34.3% | 42,500 | +35.7% | 0.78% | +23.5% |
| Q3 2021 | $1,599,000 | – | 31,325 | – | 0.63% | – |
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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% |