SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 82 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,564,264 | +5.1% | 285,403 | +9.4% | 0.01% | +12.5% |
Q2 2023 | $6,246,324 | +5.3% | 260,916 | +3.9% | 0.01% | 0.0% |
Q1 2023 | $5,934,651 | +11.3% | 251,149 | +5.6% | 0.01% | 0.0% |
Q4 2022 | $5,331,077 | +29.9% | 237,782 | +16.0% | 0.01% | +14.3% |
Q3 2022 | $4,103,000 | +426.7% | 205,030 | +491.9% | 0.01% | +600.0% |
Q2 2022 | $779,000 | – | 34,638 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
McCarthy Asset Management, Inc. | 249,644 | $4,995,000 | 3.91% |
Summit Asset Management, LLC | 550,704 | $11,020,000 | 3.56% |
Kohmann Bosshard Financial Services, LLC | 540,788 | $10,821,000 | 2.40% |
Bryn Mawr Capital Management, LLC | 161,174 | $3,225,000 | 1.14% |
Sharkey, Howes & Javer | 200,526 | $4,013,000 | 0.88% |
CAROLINAS WEALTH CONSULTING LLC | 145,728 | $2,916,000 | 0.74% |
Tradition Wealth Management, LLC | 160,558 | $4,464,000 | 0.67% |
Financial Architects, Inc | 161,699 | $3,236,000 | 0.56% |
COWA, LLC | 36,930 | $739,000 | 0.49% |
HARBOUR INVESTMENT MANAGEMENT LLC | 34,690 | $694,000 | 0.43% |