SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,253 | +47.8% | 11,844 | +48.7% | 0.06% | +47.7% |
| Q2 2023 | $376,458 | -4.9% | 7,964 | -4.3% | 0.04% | -15.4% |
| Q1 2023 | $395,836 | +7.7% | 8,322 | +6.2% | 0.05% | -3.7% |
| Q4 2022 | $367,524 | -15.3% | 7,838 | -16.3% | 0.05% | -23.9% |
| Q3 2022 | $434,000 | -6.3% | 9,367 | -3.9% | 0.07% | -6.6% |
| Q2 2022 | $463,000 | -3.1% | 9,743 | -1.0% | 0.08% | +4.1% |
| Q1 2022 | $478,000 | -74.1% | 9,846 | -73.0% | 0.07% | -73.7% |
| Q4 2021 | $1,845,000 | -19.2% | 36,492 | -18.4% | 0.28% | -26.5% |
| Q3 2021 | $2,283,000 | +6.1% | 44,719 | +6.4% | 0.38% | +1.3% |
| Q2 2021 | $2,152,000 | +36.8% | 42,041 | +36.2% | 0.37% | +21.5% |
| Q1 2021 | $1,573,000 | – | 30,861 | – | 0.31% | – |
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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% |