SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $150,000 | +2042.9% | 6,479 | +2052.5% | 0.00% | – |
Q2 2023 | $7,000 | -99.9% | 301 | -99.9% | 0.00% | -100.0% |
Q1 2023 | $5,776,000 | +816.8% | 244,454 | +769.8% | 0.00% | – |
Q4 2022 | $630,000 | -14.1% | 28,106 | -13.8% | 0.00% | – |
Q2 2022 | $733,000 | -49.7% | 32,594 | -42.6% | 0.00% | – |
Q4 2021 | $1,457,000 | – | 56,811 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
McCarthy Asset Management, Inc. | 239,881 | $6,160,000 | 4.29% |
Danda Trouve Investment Management, Inc. | 106,058 | $2,724,000 | 3.41% |
MAGNOLIA CAPITAL ADVISORS LLC | 273,410 | $7,021,000 | 2.75% |
Columbus Macro, LLC | 207,612 | $5,331,000 | 1.82% |
COWA, LLC | 68,970 | $1,771,000 | 0.88% |
Bryn Mawr Capital Management, LLC | 110,537 | $2,839,000 | 0.79% |
Financial Architects, Inc | 132,436 | $3,401,000 | 0.49% |
CVA Family Office, LLC | 70,261 | $1,804,000 | 0.43% |
Summit Asset Management, LLC | 57,965 | $1,489,000 | 0.43% |
ProVise Management Group, LLC | 85,263 | $2,190,000 | 0.21% |