SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 73 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,333,467 | -10.5% | 231,890 | -6.8% | 3.91% | -3.5% |
| Q2 2023 | $5,956,822 | +2.5% | 248,823 | +1.1% | 4.06% | +2.7% |
| Q1 2023 | $5,813,468 | +4.4% | 246,021 | -0.9% | 3.95% | +1.6% |
| Q4 2022 | $5,566,380 | +11.4% | 248,277 | -0.5% | 3.88% | -0.6% |
| Q3 2022 | $4,995,000 | -8.4% | 249,644 | +2.9% | 3.91% | -11.9% |
| Q2 2022 | $5,455,000 | -11.4% | 242,561 | +1.1% | 4.44% | +3.5% |
| Q1 2022 | $6,160,000 | +5.2% | 239,881 | +5.2% | 4.29% | +6.6% |
| Q4 2021 | $5,853,000 | +5.4% | 228,081 | +2.3% | 4.02% | -3.5% |
| Q3 2021 | $5,553,000 | -2.6% | 223,029 | +0.6% | 4.17% | +2.9% |
| Q2 2021 | $5,701,000 | – | 221,762 | – | 4.05% | – |
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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% |