SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 18 filers reported holding SCHWAB STRATEGIC TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,143,938 | +130.0% | 24,050 | +126.7% | 0.00% | – |
| Q4 2022 | $497,409 | -82.4% | 10,608 | -82.2% | 0.00% | -100.0% |
| Q2 2022 | $2,831,000 | -53.5% | 59,612 | -52.5% | 0.00% | 0.0% |
| Q1 2022 | $6,092,000 | +193.2% | 125,462 | +205.2% | 0.00% | – |
| Q4 2021 | $2,078,000 | +46.3% | 41,105 | +47.8% | 0.00% | – |
| Q3 2021 | $1,420,000 | -62.6% | 27,813 | -62.6% | 0.00% | -100.0% |
| Q1 2021 | $3,795,000 | +868.1% | 74,432 | +875.6% | 0.00% | – |
| Q4 2020 | $392,000 | -33.3% | 7,629 | -33.2% | 0.00% | – |
| Q3 2020 | $588,000 | +48.5% | 11,428 | +48.6% | 0.00% | – |
| Q2 2020 | $396,000 | +9.1% | 7,693 | +4.0% | 0.00% | – |
| Q1 2020 | $363,000 | -32.0% | 7,395 | -30.7% | 0.00% | – |
| Q4 2019 | $534,000 | – | 10,664 | – | 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% |