SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 23 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,629,693 | -0.1% | 151,616 | -1.4% | 0.55% | -6.0% |
| Q1 2023 | $3,633,680 | +4.0% | 153,774 | -1.4% | 0.58% | +0.5% |
| Q4 2022 | $3,494,954 | +8.0% | 155,886 | -3.6% | 0.58% | +2.7% |
| Q3 2022 | $3,236,000 | -4.9% | 161,699 | +22.1% | 0.56% | +16.0% |
| Q1 2022 | $3,401,000 | +10.1% | 132,436 | +10.1% | 0.49% | +16.8% |
| Q4 2021 | $3,088,000 | +26.4% | 120,328 | +22.6% | 0.42% | +17.5% |
| Q3 2021 | $2,444,000 | – | 98,150 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 697,470 | $16,697,432 | 4.40% |
| McCarthy Asset Management, Inc. | 248,823 | $5,956,822 | 4.06% |
| MAGNOLIA CAPITAL ADVISORS LLC | 248,205 | $5,942,028 | 2.98% |
| Kohmann Bosshard Financial Services, LLC | 552,664 | $13,230,765 | 2.28% |
| Souders Financial Advisors | 405,890 | $9,716,995 | 1.86% |
| Tradition Wealth Management, LLC | 218,139 | $7,692 | 0.90% |
| West Oak Capital, LLC | 67,970 | $1,627,202 | 0.79% |
| Principle Wealth Partners LLC | 320,866 | $7,681,554 | 0.77% |
| CAROLINAS WEALTH CONSULTING LLC | 145,413 | $3,481,198 | 0.69% |
| Charles Schwab Trust Co | 220,378 | $5,141,419 | 0.62% |