SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 84 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $153 | -1.9% | 3,215 | -3.4% | 0.01% | -20.0% |
| Q4 2022 | $156 | -99.9% | 3,327 | -1.1% | 0.02% | 0.0% |
| Q3 2022 | $156,000 | -2.5% | 3,365 | +0.1% | 0.02% | -6.2% |
| Q2 2022 | $160,000 | -38.9% | 3,362 | -37.7% | 0.02% | -23.8% |
| Q1 2022 | $262,000 | -90.3% | 5,397 | -90.0% | 0.02% | -89.8% |
| Q4 2021 | $2,715,000 | +1.6% | 53,712 | +2.7% | 0.20% | -8.5% |
| Q3 2021 | $2,671,000 | -18.0% | 52,310 | -17.8% | 0.22% | -18.2% |
| Q2 2021 | $3,256,000 | +94.5% | 63,625 | +93.7% | 0.27% | +66.1% |
| Q1 2021 | $1,674,000 | – | 32,845 | – | 0.16% | – |
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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% |