SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 103 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $774,000 | +164.2% | 32,848 | +172.4% | 0.00% | – |
| Q1 2024 | $293,000 | -22.1% | 12,060 | -20.9% | 0.00% | – |
| Q4 2023 | $376,000 | +150.7% | 15,243 | +135.3% | 0.00% | – |
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 626,934 | $14,055,860 | 4.07% |
| McCarthy Asset Management, Inc. | 248,277 | $5,566,380 | 3.88% |
| Kohmann Bosshard Financial Services, LLC | 527,849 | $11,834,375 | 2.36% |
| CAROLINAS WEALTH CONSULTING LLC | 162,616 | $3,645,858 | 0.82% |
| Charles Schwab Trust Co | 242,528 | $5,437,478 | 0.72% |
| Tradition Wealth Management, LLC | 156,332 | $4,972 | 0.70% |
| Financial Architects, Inc | 155,886 | $3,494,954 | 0.58% |
| Principle Wealth Partners LLC | 221,552 | $4,967,191 | 0.56% |
| Bryn Mawr Capital Management, LLC | 216,905 | $4,863,010 | 0.52% |
| COWA, LLC | 34,835 | $781,249 | 0.49% |