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 | $980,366 | +93.4% | 20,872 | +94.5% | 0.00% | 0.0% |
| Q2 2023 | $506,874 | -9.4% | 10,733 | -8.7% | 0.00% | 0.0% |
| Q1 2023 | $559,496 | -3.9% | 11,761 | -5.3% | 0.00% | 0.0% |
| Q4 2022 | $582,000 | -2.0% | 12,415 | -3.2% | 0.00% | 0.0% |
| Q3 2022 | $594,000 | -3.9% | 12,827 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $618,000 | +9.0% | 13,013 | +11.5% | 0.00% | 0.0% |
| Q1 2022 | $567,000 | -62.8% | 11,673 | -61.3% | 0.00% | -66.7% |
| Q4 2021 | $1,526,000 | -15.6% | 30,191 | -14.8% | 0.00% | -25.0% |
| Q3 2021 | $1,809,000 | +6.9% | 35,424 | +7.0% | 0.00% | 0.0% |
| Q2 2021 | $1,693,000 | +276.2% | 33,095 | +274.6% | 0.00% | +300.0% |
| Q1 2021 | $450,000 | – | 8,835 | – | 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% |