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 | $1,132,984 | -0.6% | 24,124 | 0.0% | 0.02% | +4.3% |
| Q2 2023 | $1,140,341 | -0.3% | 24,124 | +0.4% | 0.02% | -8.0% |
| Q1 2023 | $1,143,415 | +4.3% | 24,039 | +2.8% | 0.02% | 0.0% |
| Q4 2022 | $1,096,476 | +8.5% | 23,384 | +7.1% | 0.02% | +25.0% |
| Q3 2022 | $1,011,000 | +6.8% | 21,841 | +9.5% | 0.02% | +11.1% |
| Q2 2022 | $947,000 | +74.4% | 19,947 | +78.4% | 0.02% | +80.0% |
| Q1 2022 | $543,000 | +37.5% | 11,181 | +42.9% | 0.01% | +42.9% |
| Q4 2021 | $395,000 | +86.3% | 7,823 | +89.2% | 0.01% | +75.0% |
| Q4 2020 | $212,000 | – | 4,134 | – | 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% |