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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McCarthy Asset Management, Inc. | 249,644 | $4,995,000 | 3.91% |
| Summit Asset Management, LLC | 550,704 | $11,020,000 | 3.56% |
| Kohmann Bosshard Financial Services, LLC | 540,788 | $10,821,000 | 2.40% |
| Bryn Mawr Capital Management, LLC | 161,174 | $3,225,000 | 1.14% |
| Sharkey, Howes & Javer | 200,526 | $4,013,000 | 0.88% |
| CAROLINAS WEALTH CONSULTING LLC | 145,728 | $2,916,000 | 0.74% |
| Tradition Wealth Management, LLC | 160,558 | $4,464,000 | 0.67% |
| Financial Architects, Inc | 161,699 | $3,236,000 | 0.56% |
| COWA, LLC | 36,930 | $739,000 | 0.49% |
| HARBOUR INVESTMENT MANAGEMENT LLC | 34,690 | $694,000 | 0.43% |