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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
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% |