SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,320,934 | -54.5% | 56,043 | -53.1% | 0.11% | -55.4% |
| Q1 2024 | $2,900,162 | -4.1% | 119,545 | -2.8% | 0.25% | -2.0% |
| Q4 2023 | $3,024,078 | -4.1% | 122,980 | -10.3% | 0.26% | -12.6% |
| 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 | 827,711 | $19,509,149 | 4.04% |
| Red Mountain Financial, LLC | 109,875 | $2,589,753 | 3.12% |
| IRON Financial LLC | 122,096 | $2,877,792 | 1.61% |
| MAGNOLIA CAPITAL ADVISORS LLC | 280,405 | $3,886,323 | 1.22% |
| Kohmann Bosshard Financial Services, LLC | 323,358 | $7,621,552 | 1.03% |
| LongView Wealth Management | 110,710 | $2,609,437 | 0.96% |
| CAP Partners, LLC | 38,293 | $902,556 | 0.73% |
| Asset Advisors Investment Management, LLC | 249,323 | $5,876,543 | 0.64% |
| West Oak Capital, LLC | 63,948 | $1,507,254 | 0.61% |
| Noble Family Wealth, LLC | 74,847 | $1,764,144 | 0.51% |