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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,516 | – | 10,153 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McCarthy Asset Management, Inc. | 239,881 | $6,160,000 | 4.29% |
| Danda Trouve Investment Management, Inc. | 106,058 | $2,724,000 | 3.41% |
| MAGNOLIA CAPITAL ADVISORS LLC | 273,410 | $7,021,000 | 2.75% |
| Columbus Macro, LLC | 207,612 | $5,331,000 | 1.82% |
| COWA, LLC | 68,970 | $1,771,000 | 0.88% |
| Bryn Mawr Capital Management, LLC | 110,537 | $2,839,000 | 0.79% |
| Financial Architects, Inc | 132,436 | $3,401,000 | 0.49% |
| CVA Family Office, LLC | 70,261 | $1,804,000 | 0.43% |
| Summit Asset Management, LLC | 57,965 | $1,489,000 | 0.43% |
| ProVise Management Group, LLC | 85,263 | $2,190,000 | 0.21% |