SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 11 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $204 | -95.6% | 8,627 | -95.9% | 0.01% | -96.6% |
| Q4 2022 | $4,677 | -99.7% | 208,621 | +176.1% | 0.24% | +190.1% |
| Q3 2022 | $1,512,000 | +101.9% | 75,557 | +126.9% | 0.08% | +102.5% |
| Q2 2022 | $749,000 | -79.3% | 33,306 | -76.3% | 0.04% | -68.0% |
| Q1 2022 | $3,612,000 | +451.5% | 140,652 | +434.9% | 0.12% | +380.8% |
| Q3 2021 | $655,000 | -81.1% | 26,295 | -80.5% | 0.03% | -85.1% |
| Q2 2021 | $3,474,000 | – | 135,125 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McCarthy Asset Management, Inc. | 249,644 | $4,995,000 | 3.91% |
| Summit Asset Management, LLC | 550,704 | $11,020,000 | 3.56% |
| Kohmann Bosshard Financial Services, LLC | 540,788 | $10,821,000 | 2.40% |
| Bryn Mawr Capital Management, LLC | 161,174 | $3,225,000 | 1.14% |
| Sharkey, Howes & Javer | 200,526 | $4,013,000 | 0.88% |
| CAROLINAS WEALTH CONSULTING LLC | 145,728 | $2,916,000 | 0.74% |
| Tradition Wealth Management, LLC | 160,558 | $4,464,000 | 0.67% |
| Financial Architects, Inc | 161,699 | $3,236,000 | 0.56% |
| COWA, LLC | 36,930 | $739,000 | 0.49% |
| HARBOUR INVESTMENT MANAGEMENT LLC | 34,690 | $694,000 | 0.43% |