CWM, LLC - SCHWAB STRATEGIC TR ownership

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
CWM, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$80.0%1620.0%0.00%
Q2 2023$8
+100.0%
162
+105.1%
0.00%
Q1 2023$4
-99.9%
79
-24.0%
0.00%
Q2 2022$5,000
-61.5%
104
-61.3%
0.00%
Q1 2022$13,000
+44.4%
269
+47.0%
0.00%
Q4 2021$9,0001830.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2023
NameSharesValueWeighting ↓
WASHBURN CAPITAL MANAGEMENT, INC. 63,676$3,271,0002.27%
Physician Wealth Advisors, Inc. 57,927$2,974,0001.01%
Financial Architects, Inc 73,211$3,761,0000.70%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 13,821$710,0000.54%
Truadvice, LLC 33,227$1,706,0000.52%
Charles Schwab Trust Co 20,411$1,049,0000.25%
ARBOR TRUST WEALTH ADVISORS, LLC 5,600$288,0000.21%
SMITHBRIDGE ASSET MANAGEMENT INC/DE 8,180$420,0000.19%
Mirador Capital Partners LP 9,232$474,0000.13%
FLOW TRADERS U.S. LLC 16,303$837,0000.06%
View complete list of SCHWAB STRATEGIC TR shareholders