SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,130,917 | -6.1% | 24,080 | -5.5% | 0.01% | 0.0% |
Q2 2023 | $1,204,440 | +5.2% | 25,480 | +5.8% | 0.01% | 0.0% |
Q1 2023 | $1,145,365 | +1.4% | 24,080 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $1,129,111 | -7.1% | 24,080 | -8.3% | 0.01% | -14.3% |
Q3 2022 | $1,215,000 | -2.6% | 26,250 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $1,247,000 | -2.2% | 26,250 | 0.0% | 0.01% | +16.7% |
Q1 2022 | $1,275,000 | -3.9% | 26,250 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $1,327,000 | -1.0% | 26,250 | 0.0% | 0.01% | -14.3% |
Q3 2021 | $1,340,000 | -0.2% | 26,250 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $1,343,000 | +0.4% | 26,250 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $1,338,000 | – | 26,250 | – | 0.01% | – |
Download |
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% |