SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 84 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,058,721 | -2.3% | 65,128 | -1.6% | 0.08% | +18.6% |
| Q2 2023 | $3,129,816 | +3.0% | 66,211 | +3.6% | 0.07% | -13.6% |
| Q1 2023 | $3,039,377 | +3.9% | 63,899 | +2.5% | 0.08% | -1.2% |
| Q4 2022 | $2,924,289 | +6.7% | 62,365 | +5.3% | 0.08% | -1.2% |
| Q3 2022 | $2,741,000 | -3.0% | 59,199 | -0.6% | 0.08% | -30.3% |
| Q2 2022 | $2,827,000 | +3.3% | 59,531 | +5.6% | 0.12% | +32.2% |
| Q1 2022 | $2,737,000 | -0.3% | 56,348 | +3.8% | 0.09% | +13.9% |
| Q4 2021 | $2,745,000 | +4.3% | 54,289 | +5.4% | 0.08% | -6.0% |
| Q3 2021 | $2,632,000 | -1.1% | 51,531 | -0.9% | 0.08% | -2.3% |
| Q2 2021 | $2,662,000 | -1.3% | 52,006 | -1.7% | 0.09% | -9.5% |
| Q1 2021 | $2,697,000 | – | 52,886 | – | 0.10% | – |
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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% |