SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,416 | -10.9% | 25,583 | -7.3% | 0.13% | -3.6% |
| Q2 2023 | $660,344 | +1.5% | 27,583 | +0.2% | 0.14% | -4.1% |
| Q1 2023 | $650,527 | +5.4% | 27,530 | 0.0% | 0.14% | -3.3% |
| Q4 2022 | $617,216 | -31.1% | 27,530 | -38.5% | 0.15% | -38.3% |
| Q3 2022 | $896,000 | -42.7% | 44,765 | -35.6% | 0.24% | -42.8% |
| Q2 2022 | $1,564,000 | -13.3% | 69,560 | -1.0% | 0.42% | -1.4% |
| Q1 2022 | $1,804,000 | +15.3% | 70,261 | +15.3% | 0.43% | +10.8% |
| Q4 2021 | $1,564,000 | +58.5% | 60,961 | +58.8% | 0.39% | +38.4% |
| Q2 2021 | $987,000 | – | 38,395 | – | 0.28% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 677,464 | $16,008,474 | 4.41% |
| McCarthy Asset Management, Inc. | 246,021 | $5,813,468 | 3.95% |
| MAGNOLIA CAPITAL ADVISORS LLC | 258,070 | $6,098,194 | 3.14% |
| Kohmann Bosshard Financial Services, LLC | 535,549 | $12,650,817 | 2.38% |
| Souders Financial Advisors | 246,704 | $5,829,616 | 1.24% |
| West Oak Capital, LLC | 67,830 | $1,602,823 | 0.81% |
| CAROLINAS WEALTH CONSULTING LLC | 143,498 | $3,390,848 | 0.72% |
| Principle Wealth Partners LLC | 278,455 | $6,579,899 | 0.70% |
| Tradition Wealth Management, LLC | 154,330 | $5,299 | 0.66% |
| Charles Schwab Trust Co | 218,761 | $5,169,322 | 0.62% |