SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 83 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,627 | -2.8% | 960 | 0.0% | 0.02% | -6.2% |
| Q1 2024 | $23,290 | -1.3% | 960 | 0.0% | 0.02% | -11.1% |
| Q4 2023 | $23,606 | +6.9% | 960 | 0.0% | 0.02% | +5.9% |
| Q3 2023 | $22,080 | -3.9% | 960 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $22,982 | +1.3% | 960 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $22,685 | +5.4% | 960 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $21,523 | +13.3% | 960 | 0.0% | 0.02% | +6.2% |
| Q3 2022 | $19,000 | – | 960 | – | 0.02% | – |
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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% |