SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 81 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,827,274 | +9.3% | 124,077 | +10.0% | 0.00% | 0.0% |
| Q2 2023 | $5,329,650 | -12.1% | 112,749 | -11.6% | 0.00% | 0.0% |
| Q1 2023 | $6,064,918 | +6.3% | 127,508 | +4.8% | 0.00% | 0.0% |
| Q4 2022 | $5,707,075 | +304.8% | 121,712 | +299.7% | 0.00% | – |
| Q3 2022 | $1,410,000 | +59.0% | 30,451 | +63.1% | 0.00% | – |
| Q2 2022 | $887,000 | +60.1% | 18,669 | +63.5% | 0.00% | – |
| Q1 2022 | $554,000 | -16.2% | 11,421 | -12.7% | 0.00% | – |
| Q4 2021 | $661,000 | -69.8% | 13,084 | -69.4% | 0.00% | – |
| Q3 2021 | $2,186,000 | +10.1% | 42,814 | +10.3% | 0.00% | – |
| Q2 2021 | $1,986,000 | +29.3% | 38,800 | +28.8% | 0.00% | – |
| Q1 2021 | $1,536,000 | +345.2% | 30,123 | +347.9% | 0.00% | – |
| Q4 2020 | $345,000 | +8.8% | 6,725 | +9.2% | 0.00% | – |
| Q3 2020 | $317,000 | +487.0% | 6,160 | +488.3% | 0.00% | – |
| Q2 2020 | $54,000 | – | 1,047 | – | 0.00% | – |
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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% |