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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,298 | -5.5% | 99,903 | -1.7% | 0.01% | 0.0% |
| Q2 2023 | $2,432 | +6.8% | 101,600 | +5.4% | 0.01% | 0.0% |
| Q1 2023 | $2,277 | -10.6% | 96,372 | -15.2% | 0.01% | -15.4% |
| Q4 2022 | $2,547 | -99.8% | 113,600 | +122.6% | 0.01% | +116.7% |
| Q3 2022 | $1,021,000 | +59.5% | 51,043 | +79.2% | 0.01% | +100.0% |
| Q2 2022 | $640,000 | +63.7% | 28,476 | +86.9% | 0.00% | +50.0% |
| Q1 2022 | $391,000 | +35.8% | 15,234 | +35.8% | 0.00% | +100.0% |
| Q4 2021 | $288,000 | +35.2% | 11,217 | +31.3% | 0.00% | 0.0% |
| Q3 2021 | $213,000 | – | 8,543 | – | 0.00% | – |
Download | ||||||
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% |