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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 677,464 | $16,008,474 | 4.41% |
| McCarthy Asset Management, Inc. | 246,021 | $5,813,468 | 3.95% |
| MAGNOLIA CAPITAL ADVISORS LLC | 258,070 | $6,098,194 | 3.14% |
| Kohmann Bosshard Financial Services, LLC | 535,549 | $12,650,817 | 2.38% |
| Souders Financial Advisors | 246,704 | $5,829,616 | 1.24% |
| West Oak Capital, LLC | 67,830 | $1,602,823 | 0.81% |
| CAROLINAS WEALTH CONSULTING LLC | 143,498 | $3,390,848 | 0.72% |
| Principle Wealth Partners LLC | 278,455 | $6,579,899 | 0.70% |
| Tradition Wealth Management, LLC | 154,330 | $5,299 | 0.66% |
| Charles Schwab Trust Co | 218,761 | $5,169,322 | 0.62% |