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 | $592,641 | – | 25,767 | – | 0.10% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Summit Asset Management, LLC | 697,470 | $16,697,432 | 4.40% |
McCarthy Asset Management, Inc. | 248,823 | $5,956,822 | 4.06% |
MAGNOLIA CAPITAL ADVISORS LLC | 248,205 | $5,942,028 | 2.98% |
Kohmann Bosshard Financial Services, LLC | 552,664 | $13,230,765 | 2.28% |
Souders Financial Advisors | 405,890 | $9,716,995 | 1.86% |
Tradition Wealth Management, LLC | 218,139 | $7,692 | 0.90% |
West Oak Capital, LLC | 67,970 | $1,627,202 | 0.79% |
Principle Wealth Partners LLC | 320,866 | $7,681,554 | 0.77% |
CAROLINAS WEALTH CONSULTING LLC | 145,413 | $3,481,198 | 0.69% |
Charles Schwab Trust Co | 220,378 | $5,141,419 | 0.62% |