SCHWAB STRATEGIC TR's ticker is SCHJ and the CUSIP is 808524714. A total of 20 filers reported holding SCHWAB STRATEGIC TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,616 | -1.9% | 77 | -1.3% | 0.00% | – |
| Q2 2023 | $3,687 | -68.1% | 78 | -67.9% | 0.00% | – |
| Q1 2023 | $11,558 | -17.6% | 243 | -18.7% | 0.00% | – |
| Q4 2022 | $14,020 | +0.1% | 299 | 0.0% | 0.00% | – |
| Q3 2022 | $14,000 | -26.3% | 299 | -24.7% | 0.00% | – |
| Q2 2022 | $19,000 | -38.7% | 397 | -38.3% | 0.00% | – |
| Q1 2022 | $31,000 | -6.1% | 643 | 0.0% | 0.00% | – |
| Q4 2021 | $33,000 | +57.1% | 643 | +52.7% | 0.00% | – |
| Q3 2021 | $21,000 | -4.5% | 421 | 0.0% | 0.00% | – |
| Q2 2021 | $22,000 | +450.0% | 421 | +446.8% | 0.00% | – |
| Q1 2021 | $4,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q3 2020 | $4,000 | – | 77 | – | 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% |