SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 1 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,332,895 | +3.7% | 231,865 | +5.2% | 0.60% | -3.1% |
| Q2 2023 | $5,141,419 | -0.5% | 220,378 | +0.7% | 0.62% | -0.6% |
| Q1 2023 | $5,169,322 | -4.9% | 218,761 | -9.8% | 0.62% | -12.8% |
| Q4 2022 | $5,437,478 | +535.2% | 242,528 | +467.2% | 0.72% | +397.2% |
| Q3 2022 | $856,000 | – | 42,762 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 697,470 | $16,697,432 | 4.40% |
| McCarthy Asset Management, Inc. | 248,823 | $5,956,822 | 4.06% |
| MAGNOLIA CAPITAL ADVISORS LLC | 248,205 | $5,942,028 | 2.98% |
| Kohmann Bosshard Financial Services, LLC | 552,664 | $13,230,765 | 2.28% |
| Souders Financial Advisors | 405,890 | $9,716,995 | 1.86% |
| Tradition Wealth Management, LLC | 218,139 | $7,692 | 0.90% |
| West Oak Capital, LLC | 67,970 | $1,627,202 | 0.79% |
| Principle Wealth Partners LLC | 320,866 | $7,681,554 | 0.77% |
| CAROLINAS WEALTH CONSULTING LLC | 145,413 | $3,481,198 | 0.69% |
| Charles Schwab Trust Co | 220,378 | $5,141,419 | 0.62% |