SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,505,919 | -39.8% | 108,953 | -37.4% | 0.16% | -58.1% |
| Q2 2023 | $4,164,258 | -18.4% | 173,946 | -19.5% | 0.39% | -26.5% |
| Q1 2023 | $5,103,971 | +5.0% | 215,995 | -0.4% | 0.53% | +1.3% |
| Q4 2022 | $4,863,010 | +50.8% | 216,905 | +34.6% | 0.52% | -54.1% |
| Q3 2022 | $3,225,000 | -6.2% | 161,174 | +5.4% | 1.14% | +1.1% |
| Q2 2022 | $3,439,000 | +21.1% | 152,914 | +38.3% | 1.13% | +42.8% |
| Q1 2022 | $2,839,000 | +28.2% | 110,537 | +28.1% | 0.79% | -5.8% |
| Q4 2021 | $2,215,000 | – | 86,316 | – | 0.84% | – |
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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% |