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 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% | – |
Download |
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% |