SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,870 | -0.6% | 8,280 | 0.0% | 0.00% | -50.0% |
| Q2 2023 | $391,396 | -0.6% | 8,280 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $393,838 | +1.4% | 8,280 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $388,250 | -22.2% | 8,280 | -23.2% | 0.00% | -33.3% |
| Q3 2022 | $499,000 | -2.5% | 10,780 | -0.1% | 0.00% | 0.0% |
| Q2 2022 | $512,000 | +24.6% | 10,791 | +27.6% | 0.00% | 0.0% |
| Q1 2022 | $411,000 | -55.5% | 8,455 | -53.7% | 0.00% | -50.0% |
| Q4 2021 | $923,000 | -1.0% | 18,255 | 0.0% | 0.01% | -25.0% |
| Q3 2021 | $932,000 | +11.9% | 18,255 | +12.1% | 0.01% | 0.0% |
| Q2 2021 | $833,000 | +0.4% | 16,280 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $830,000 | – | 16,280 | – | 0.01% | – |
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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% |