SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277,150 | -12.1% | 12,050 | -8.5% | 0.00% | -25.0% |
| Q2 2023 | $315,290 | -0.8% | 13,170 | -2.1% | 0.00% | 0.0% |
| Q1 2023 | $317,824 | +7.0% | 13,450 | +1.5% | 0.00% | 0.0% |
| Q4 2022 | $297,065 | +25.3% | 13,250 | +12.0% | 0.00% | 0.0% |
| Q3 2022 | $237,000 | -42.1% | 11,830 | -35.0% | 0.00% | -33.3% |
| Q2 2022 | $409,000 | +68.3% | 18,187 | +93.3% | 0.01% | +100.0% |
| Q1 2022 | $243,000 | – | 9,410 | – | 0.00% | – |
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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% |