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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,553,736 | -61.9% | 111,032 | -60.3% | 0.00% | -50.0% |
| Q2 2023 | $6,698,101 | +10.2% | 279,787 | +8.8% | 0.00% | 0.0% |
| Q1 2023 | $6,075,911 | -88.7% | 257,127 | -89.3% | 0.00% | -92.0% |
| Q4 2022 | $53,764,460 | +1219.4% | 2,398,058 | +1077.4% | 0.02% | +1150.0% |
| Q3 2022 | $4,075,000 | +1887.8% | 203,669 | +2133.5% | 0.00% | – |
| Q2 2022 | $205,000 | -96.1% | 9,119 | -95.5% | 0.00% | -100.0% |
| Q1 2022 | $5,223,000 | +334.9% | 203,391 | +334.5% | 0.00% | – |
| Q4 2021 | $1,201,000 | +161.1% | 46,810 | +153.2% | 0.00% | – |
| Q3 2021 | $460,000 | +107.2% | 18,487 | +113.7% | 0.00% | – |
| Q2 2021 | $222,000 | – | 8,652 | – | 0.00% | – |
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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% |