SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,495 | -2.6% | 223,117 | +2.3% | 0.89% | -0.7% |
| Q2 2023 | $7,692 | +45.2% | 218,139 | +41.3% | 0.90% | +36.3% |
| Q1 2023 | $5,299 | +6.6% | 154,330 | -1.3% | 0.66% | -6.1% |
| Q4 2022 | $4,972 | -99.9% | 156,332 | -2.6% | 0.70% | +4.6% |
| Q3 2022 | $4,464,000 | -15.4% | 160,558 | -5.3% | 0.67% | -12.4% |
| Q2 2022 | $5,275,000 | – | 169,506 | – | 0.77% | – |
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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% |