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 | $3,154,841 | -5.0% | 137,167 | -1.1% | 0.29% | -2.7% |
| Q2 2023 | $3,320,286 | +0.1% | 138,692 | -1.2% | 0.30% | -5.0% |
| Q1 2023 | $3,316,778 | +0.5% | 140,363 | -4.6% | 0.32% | -5.1% |
| Q4 2022 | $3,299,753 | -10.1% | 147,179 | -19.8% | 0.33% | -18.5% |
| Q3 2022 | $3,672,000 | +5.2% | 183,522 | +18.3% | 0.41% | +10.2% |
| Q2 2022 | $3,489,000 | +59.3% | 155,117 | +81.9% | 0.37% | +79.7% |
| Q1 2022 | $2,190,000 | – | 85,263 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 705,878 | $16,235,194 | 4.41% |
| McCarthy Asset Management, Inc. | 231,890 | $5,333,467 | 3.91% |
| Kohmann Bosshard Financial Services, LLC | 572,694 | $13,171,951 | 2.27% |
| Souders Financial Advisors | 458,958 | $10,556,023 | 2.03% |
| Tradition Wealth Management, LLC | 223,117 | $7,495 | 0.89% |
| Principle Wealth Partners LLC | 356,700 | $8,204,097 | 0.82% |
| West Oak Capital, LLC | 66,365 | $1,526 | 0.76% |
| CAROLINAS WEALTH CONSULTING LLC | 130,800 | $2,933,184 | 0.73% |
| HARBOUR INVESTMENT MANAGEMENT LLC | 45,815 | $1,053,745 | 0.60% |
| Charles Schwab Trust Co | 231,865 | $5,332,895 | 0.60% |