SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McCarthy Asset Management, Inc. | 228,081 | $5,853,000 | 4.02% |
| Danda Trouve Investment Management, Inc. | 106,058 | $2,721,000 | 3.08% |
| COWA, LLC | 74,189 | $1,903,000 | 0.96% |
| Bryn Mawr Capital Management, LLC | 86,316 | $2,215,000 | 0.84% |
| Financial Architects, Inc | 120,328 | $3,088,000 | 0.42% |
| CVA Family Office, LLC | 60,961 | $1,564,000 | 0.39% |
| Summit Asset Management, LLC | 43,737 | $1,122,000 | 0.32% |
| High Net Worth Advisory Group LLC | 20,000 | $513,000 | 0.18% |
| Collaborative Wealth Managment Inc. | 9,818 | $252,000 | 0.14% |
| MADDEN SECURITIES Corp | 8,950 | $230,000 | 0.11% |