SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 102 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,306,649 | -35.2% | 27,822 | -34.8% | 0.69% | -34.9% |
| Q2 2023 | $2,015,806 | -17.5% | 42,645 | -17.0% | 1.06% | -19.8% |
| Q1 2023 | $2,442,860 | -26.5% | 51,358 | -27.5% | 1.32% | -31.8% |
| Q4 2022 | $3,321,467 | -21.8% | 70,835 | -22.7% | 1.94% | -26.4% |
| Q3 2022 | $4,245,000 | -10.1% | 91,674 | -7.8% | 2.64% | -6.0% |
| Q2 2022 | $4,720,000 | -55.6% | 99,396 | -54.6% | 2.81% | -45.9% |
| Q1 2022 | $10,620,000 | -26.9% | 218,698 | -23.9% | 5.19% | -26.8% |
| Q4 2021 | $14,525,000 | -11.9% | 287,346 | -11.0% | 7.09% | -15.8% |
| Q3 2021 | $16,489,000 | +13.8% | 322,963 | +14.1% | 8.42% | +12.1% |
| Q2 2021 | $14,485,000 | +267.0% | 283,022 | +265.6% | 7.51% | +232.4% |
| Q1 2021 | $3,947,000 | – | 77,419 | – | 2.26% | – |
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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% |