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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $616,463 | -15.7% | 13,147 | -16.7% | 0.07% | -19.3% |
| Q3 2022 | $731,000 | -19.3% | 15,791 | -17.2% | 0.09% | -21.4% |
| Q2 2022 | $906,000 | -17.1% | 19,071 | -15.3% | 0.11% | -11.8% |
| Q1 2022 | $1,093,000 | -46.6% | 22,513 | -44.4% | 0.13% | -50.8% |
| Q4 2021 | $2,047,000 | -18.8% | 40,495 | -18.0% | 0.26% | -34.2% |
| Q3 2021 | $2,521,000 | +29.8% | 49,382 | +30.1% | 0.39% | +28.9% |
| Q2 2021 | $1,942,000 | +222.6% | 37,945 | +221.5% | 0.30% | +137.5% |
| Q1 2021 | $602,000 | – | 11,801 | – | 0.13% | – |
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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% |