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 | $1,832,437 | -45.6% | 38,602 | -46.9% | 1.81% | -47.0% |
| Q3 2022 | $3,368,000 | +0.2% | 72,748 | +2.7% | 3.41% | +2.9% |
| Q2 2022 | $3,362,000 | -2.4% | 70,807 | -0.1% | 3.32% | +22.9% |
| Q1 2022 | $3,443,000 | -18.8% | 70,899 | -15.5% | 2.70% | -15.0% |
| Q4 2021 | $4,242,000 | +8.7% | 83,908 | +9.7% | 3.18% | +1.0% |
| Q3 2021 | $3,904,000 | +3.7% | 76,469 | +3.6% | 3.15% | -12.3% |
| Q1 2021 | $3,764,000 | – | 73,843 | – | 3.59% | – |
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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% |