SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 122 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,882,655 | +1.6% | 189,133 | +2.2% | 2.29% | +6.5% |
| Q2 2023 | $8,745,292 | -2.1% | 185,007 | -1.5% | 2.15% | -1.8% |
| Q1 2023 | $8,932,210 | -1.1% | 187,790 | -2.5% | 2.19% | -7.6% |
| Q4 2022 | $9,027,602 | +2.4% | 192,527 | +1.1% | 2.36% | +0.2% |
| Q3 2022 | $8,815,000 | -3.4% | 190,384 | -1.0% | 2.36% | -6.8% |
| Q2 2022 | $9,129,000 | +115.1% | 192,237 | +120.0% | 2.53% | +127.8% |
| Q1 2022 | $4,244,000 | +62.1% | 87,397 | +68.8% | 1.11% | +86.3% |
| Q4 2021 | $2,618,000 | – | 51,789 | – | 0.60% | – |
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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% |