SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,053,745 | -4.1% | 45,815 | -0.2% | 0.60% | +4.2% |
| Q2 2023 | $1,099,205 | +1.1% | 45,915 | -0.2% | 0.58% | -4.0% |
| Q1 2023 | $1,087,334 | +44.9% | 46,015 | +37.5% | 0.60% | +39.4% |
| Q4 2022 | $750,285 | +8.1% | 33,465 | -3.5% | 0.43% | -0.5% |
| Q3 2022 | $694,000 | – | 34,690 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 677,464 | $16,008,474 | 4.41% |
| McCarthy Asset Management, Inc. | 246,021 | $5,813,468 | 3.95% |
| MAGNOLIA CAPITAL ADVISORS LLC | 258,070 | $6,098,194 | 3.14% |
| Kohmann Bosshard Financial Services, LLC | 535,549 | $12,650,817 | 2.38% |
| Souders Financial Advisors | 246,704 | $5,829,616 | 1.24% |
| West Oak Capital, LLC | 67,830 | $1,602,823 | 0.81% |
| CAROLINAS WEALTH CONSULTING LLC | 143,498 | $3,390,848 | 0.72% |
| Principle Wealth Partners LLC | 278,455 | $6,579,899 | 0.70% |
| Tradition Wealth Management, LLC | 154,330 | $5,299 | 0.66% |
| Charles Schwab Trust Co | 218,761 | $5,169,322 | 0.62% |