SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $204,831 | -89.0% | 8,556 | -89.2% | 0.00% | – |
| Q1 2023 | $1,865,187 | -46.5% | 78,933 | -49.2% | 0.00% | -100.0% |
| Q4 2022 | $3,484,090 | +103.4% | 155,401 | +81.5% | 0.00% | – |
| Q3 2022 | $1,713,000 | -4.6% | 85,623 | +7.2% | 0.00% | – |
| Q2 2022 | $1,796,000 | -56.0% | 79,841 | -49.8% | 0.00% | -100.0% |
| Q1 2022 | $4,083,000 | +213.8% | 158,992 | +204.4% | 0.00% | – |
| Q3 2021 | $1,301,000 | – | 52,230 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McCarthy Asset Management, Inc. | 239,881 | $6,160,000 | 4.29% |
| Danda Trouve Investment Management, Inc. | 106,058 | $2,724,000 | 3.41% |
| MAGNOLIA CAPITAL ADVISORS LLC | 273,410 | $7,021,000 | 2.75% |
| Columbus Macro, LLC | 207,612 | $5,331,000 | 1.82% |
| COWA, LLC | 68,970 | $1,771,000 | 0.88% |
| Bryn Mawr Capital Management, LLC | 110,537 | $2,839,000 | 0.79% |
| Financial Architects, Inc | 132,436 | $3,401,000 | 0.49% |
| CVA Family Office, LLC | 70,261 | $1,804,000 | 0.43% |
| Summit Asset Management, LLC | 57,965 | $1,489,000 | 0.43% |
| ProVise Management Group, LLC | 85,263 | $2,190,000 | 0.21% |