SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $613,553 | -62.1% | 26,676 | -60.5% | 0.00% | -75.0% |
| Q2 2023 | $1,618,709 | -92.8% | 67,615 | -92.9% | 0.01% | -83.3% |
| Q1 2023 | $22,432,999 | +853.2% | 949,344 | +804.4% | 0.05% | +860.0% |
| Q4 2022 | $2,353,405 | -79.8% | 104,969 | -82.0% | 0.01% | -83.3% |
| Q3 2022 | $11,640,000 | -25.8% | 581,685 | -16.6% | 0.03% | -25.0% |
| Q2 2022 | $15,689,000 | +244.2% | 697,602 | +293.0% | 0.04% | +300.0% |
| Q1 2022 | $4,558,000 | +25.5% | 177,486 | +25.4% | 0.01% | +25.0% |
| Q4 2021 | $3,633,000 | +257.2% | 141,575 | +246.5% | 0.01% | +300.0% |
| Q3 2021 | $1,017,000 | +47.2% | 40,853 | +52.0% | 0.00% | 0.0% |
| Q2 2021 | $691,000 | – | 26,870 | – | 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% |