SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 705,878 | $16,235,194 | 4.41% |
| McCarthy Asset Management, Inc. | 231,890 | $5,333,467 | 3.91% |
| Kohmann Bosshard Financial Services, LLC | 572,694 | $13,171,951 | 2.27% |
| Souders Financial Advisors | 458,958 | $10,556,023 | 2.03% |
| Tradition Wealth Management, LLC | 223,117 | $7,495 | 0.89% |
| Principle Wealth Partners LLC | 356,700 | $8,204,097 | 0.82% |
| West Oak Capital, LLC | 66,365 | $1,526 | 0.76% |
| CAROLINAS WEALTH CONSULTING LLC | 130,800 | $2,933,184 | 0.73% |
| HARBOUR INVESTMENT MANAGEMENT LLC | 45,815 | $1,053,745 | 0.60% |
| Charles Schwab Trust Co | 231,865 | $5,332,895 | 0.60% |