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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $415 | -56.9% | 8,717 | -57.6% | 0.00% | -50.0% |
| Q4 2022 | $963 | -99.9% | 20,542 | -2.4% | 0.01% | -14.3% |
| Q3 2022 | $974,000 | -7.9% | 21,039 | -5.5% | 0.01% | -12.5% |
| Q2 2022 | $1,057,000 | +43.4% | 22,258 | +46.6% | 0.01% | +60.0% |
| Q1 2022 | $737,000 | -22.2% | 15,180 | -18.9% | 0.01% | -28.6% |
| Q4 2021 | $947,000 | -40.0% | 18,728 | -39.4% | 0.01% | -46.2% |
| Q3 2021 | $1,578,000 | -78.6% | 30,909 | -78.5% | 0.01% | -79.0% |
| Q2 2021 | $7,366,000 | +7.0% | 143,929 | +6.6% | 0.06% | -6.1% |
| Q1 2021 | $6,885,000 | – | 135,054 | – | 0.07% | – |
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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% |