SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 81 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,346,000 | +970.4% | 92,572 | +1009.4% | 0.01% | +700.0% |
| Q1 2022 | $406,000 | -6.5% | 8,344 | -2.8% | 0.00% | 0.0% |
| Q4 2021 | $434,000 | +0.2% | 8,585 | +1.3% | 0.00% | 0.0% |
| Q3 2021 | $433,000 | -5.0% | 8,474 | -4.7% | 0.00% | 0.0% |
| Q2 2021 | $456,000 | -14.3% | 8,895 | -14.7% | 0.00% | -50.0% |
| Q1 2021 | $532,000 | +0.4% | 10,431 | +1.0% | 0.00% | 0.0% |
| Q4 2020 | $530,000 | +27.4% | 10,323 | +27.7% | 0.00% | 0.0% |
| Q3 2020 | $416,000 | +0.5% | 8,085 | +0.4% | 0.00% | 0.0% |
| Q2 2020 | $414,000 | – | 8,049 | – | 0.00% | – |
Download | ||||||
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% |