SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 107 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $687,542 | -7.4% | 29,170 | -4.7% | 0.10% | -12.5% |
| Q1 2024 | $742,677 | -20.7% | 30,613 | -19.7% | 0.12% | -28.6% |
| Q4 2023 | $937,081 | -34.9% | 38,108 | -39.1% | 0.17% | -48.0% |
| 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 ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 742,336 | $18,254,053 | 4.37% |
| Red Mountain Financial, LLC | 98,056 | $2,411,187 | 3.73% |
| Kohmann Bosshard Financial Services, LLC | 564,317 | $13,876,547 | 2.11% |
| Souders Financial Advisors | 485,950 | $11,949,501 | 2.05% |
| IRON Financial LLC | 97,547 | $2,398,674 | 1.36% |
| CAP Partners, LLC | 35,650 | $876,633 | 0.87% |
| Tradition Wealth Management, LLC | 205,409 | $7,480 | 0.78% |
| Principle Wealth Partners LLC | 361,413 | $8,887,154 | 0.76% |
| Charles Schwab Trust Co | 313,249 | $7,702,793 | 0.76% |
| West Oak Capital, LLC | 62,398 | $1,540 | 0.72% |