SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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. | 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% |