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 | $2,933,184 | -15.7% | 130,800 | -10.0% | 0.73% | +5.9% |
| Q2 2023 | $3,481,198 | +2.7% | 145,413 | +1.3% | 0.69% | -4.4% |
| Q1 2023 | $3,390,848 | -7.0% | 143,498 | -11.8% | 0.72% | -12.5% |
| Q4 2022 | $3,645,858 | +25.0% | 162,616 | +11.6% | 0.82% | +11.8% |
| Q3 2022 | $2,916,000 | +26.8% | 145,728 | +42.6% | 0.74% | +29.2% |
| Q2 2022 | $2,299,000 | +147.7% | 102,222 | +183.0% | 0.57% | +178.5% |
| Q1 2022 | $928,000 | +1285.1% | 36,121 | +1286.1% | 0.20% | +1266.7% |
| Q4 2021 | $67,000 | +45.7% | 2,606 | +40.9% | 0.02% | +36.4% |
| Q3 2021 | $46,000 | +4.5% | 1,850 | +7.0% | 0.01% | +10.0% |
| Q2 2021 | $44,000 | – | 1,729 | – | 0.01% | – |
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% |