SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 82 filers reported holding SCHWAB STRATEGIC TR in Q2 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 ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 705,878 | $16,235,194 | 4.41% |
| McCarthy Asset Management, Inc. | 231,890 | $5,333,467 | 3.91% |
| Kohmann Bosshard Financial Services, LLC | 572,694 | $13,171,951 | 2.27% |
| Souders Financial Advisors | 458,958 | $10,556,023 | 2.03% |
| Tradition Wealth Management, LLC | 223,117 | $7,495 | 0.89% |
| Principle Wealth Partners LLC | 356,700 | $8,204,097 | 0.82% |
| West Oak Capital, LLC | 66,365 | $1,526 | 0.76% |
| CAROLINAS WEALTH CONSULTING LLC | 130,800 | $2,933,184 | 0.73% |
| HARBOUR INVESTMENT MANAGEMENT LLC | 45,815 | $1,053,745 | 0.60% |
| Charles Schwab Trust Co | 231,865 | $5,332,895 | 0.60% |