SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $207,176 | -91.6% | 8,654 | -92.1% | 0.00% | -94.3% |
| Q4 2022 | $2,459,967 | +95.2% | 109,722 | +74.2% | 0.07% | +75.0% |
| Q3 2022 | $1,260,000 | -18.3% | 62,971 | -8.2% | 0.04% | -7.0% |
| Q2 2022 | $1,542,000 | -24.0% | 68,562 | -13.2% | 0.04% | -24.6% |
| Q1 2022 | $2,028,000 | +51.0% | 78,957 | +50.9% | 0.06% | +1.8% |
| Q4 2021 | $1,343,000 | +2.9% | 52,332 | -0.2% | 0.06% | +5.7% |
| Q3 2021 | $1,305,000 | – | 52,413 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 705,878 | $16,235,194 | 4.41% |
| McCarthy Asset Management, Inc. | 231,890 | $5,333,467 | 3.91% |
| Kohmann Bosshard Financial Services, LLC | 572,694 | $13,171,951 | 2.27% |
| Souders Financial Advisors | 458,958 | $10,556,023 | 2.03% |
| Tradition Wealth Management, LLC | 223,117 | $7,495 | 0.89% |
| Principle Wealth Partners LLC | 356,700 | $8,204,097 | 0.82% |
| West Oak Capital, LLC | 66,365 | $1,526 | 0.76% |
| CAROLINAS WEALTH CONSULTING LLC | 130,800 | $2,933,184 | 0.73% |
| HARBOUR INVESTMENT MANAGEMENT LLC | 45,815 | $1,053,745 | 0.60% |
| Charles Schwab Trust Co | 231,865 | $5,332,895 | 0.60% |