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 | $4,642,222 | -4.0% | 201,835 | -0.1% | 0.01% | -22.2% |
| Q2 2023 | $4,837,084 | +26.8% | 202,051 | +25.1% | 0.01% | +28.6% |
| Q1 2023 | $3,816,029 | +39.3% | 161,490 | +32.3% | 0.01% | +16.7% |
| Q4 2022 | $2,739,000 | +83.5% | 122,087 | +63.5% | 0.01% | +100.0% |
| Q3 2022 | $1,493,000 | +147.2% | 74,656 | +177.8% | 0.00% | +200.0% |
| Q2 2022 | $604,000 | +815.2% | 26,873 | +948.5% | 0.00% | – |
| Q1 2022 | $66,000 | +40.4% | 2,563 | +39.5% | 0.00% | – |
| Q4 2021 | $47,000 | -26.6% | 1,837 | -28.9% | 0.00% | – |
| Q3 2021 | $64,000 | +18.5% | 2,584 | +22.6% | 0.00% | – |
| Q2 2021 | $54,000 | – | 2,108 | – | 0.00% | – |
Download | ||||||
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% |