SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 77 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,438,456 | -5.2% | 62,542 | -1.4% | 0.32% | -8.8% |
| Q2 2023 | $1,517,930 | +646.0% | 63,406 | +636.3% | 0.35% | +567.9% |
| Q1 2023 | $203,473 | -52.7% | 8,611 | -55.1% | 0.05% | -48.0% |
| Q4 2022 | $429,876 | +46.7% | 19,174 | +31.1% | 0.10% | +18.6% |
| Q3 2022 | $293,000 | – | 14,625 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McCarthy Asset Management, Inc. | 228,081 | $5,853,000 | 4.02% |
| Danda Trouve Investment Management, Inc. | 106,058 | $2,721,000 | 3.08% |
| COWA, LLC | 74,189 | $1,903,000 | 0.96% |
| Bryn Mawr Capital Management, LLC | 86,316 | $2,215,000 | 0.84% |
| Financial Architects, Inc | 120,328 | $3,088,000 | 0.42% |
| CVA Family Office, LLC | 60,961 | $1,564,000 | 0.39% |
| Summit Asset Management, LLC | 43,737 | $1,122,000 | 0.32% |
| High Net Worth Advisory Group LLC | 20,000 | $513,000 | 0.18% |
| Collaborative Wealth Managment Inc. | 9,818 | $252,000 | 0.14% |
| MADDEN SECURITIES Corp | 8,950 | $230,000 | 0.11% |