SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 1 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| McCarthy Asset Management, Inc. | 249,644 | $4,995,000 | 3.91% |
| Summit Asset Management, LLC | 550,704 | $11,020,000 | 3.56% |
| Kohmann Bosshard Financial Services, LLC | 540,788 | $10,821,000 | 2.40% |
| Bryn Mawr Capital Management, LLC | 161,174 | $3,225,000 | 1.14% |
| Sharkey, Howes & Javer | 200,526 | $4,013,000 | 0.88% |
| CAROLINAS WEALTH CONSULTING LLC | 145,728 | $2,916,000 | 0.74% |
| Tradition Wealth Management, LLC | 160,558 | $4,464,000 | 0.67% |
| Financial Architects, Inc | 161,699 | $3,236,000 | 0.56% |
| COWA, LLC | 36,930 | $739,000 | 0.49% |
| HARBOUR INVESTMENT MANAGEMENT LLC | 34,690 | $694,000 | 0.43% |