SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 90 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $519,541 | -15.9% | 11,080 | -17.0% | 0.35% | -25.9% |
| Q3 2022 | $618,000 | -13.6% | 13,348 | -11.4% | 0.48% | -8.1% |
| Q2 2022 | $715,000 | -13.6% | 15,064 | -11.6% | 0.52% | -1.7% |
| Q1 2022 | $828,000 | -15.4% | 17,046 | -12.0% | 0.53% | -18.0% |
| Q4 2021 | $979,000 | -15.3% | 19,363 | -14.5% | 0.64% | -22.5% |
| Q3 2021 | $1,156,000 | +2.6% | 22,638 | +2.8% | 0.83% | 0.0% |
| Q2 2021 | $1,127,000 | +86.9% | 22,015 | +86.2% | 0.83% | +51.5% |
| Q1 2021 | $603,000 | – | 11,822 | – | 0.55% | – |
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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% |