SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 16 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $708,197 | -8.0% | 30,782 | -4.3% | 0.48% | -5.7% |
| Q2 2023 | $770,099 | +25.9% | 32,162 | +24.2% | 0.51% | +1.6% |
| Q1 2023 | $611,897 | -21.7% | 25,895 | -25.7% | 0.50% | +2.7% |
| Q4 2022 | $781,249 | +5.7% | 34,835 | -5.7% | 0.49% | -0.2% |
| Q3 2022 | $739,000 | -47.6% | 36,930 | -41.0% | 0.49% | -40.0% |
| Q2 2022 | $1,410,000 | -30.0% | 62,645 | -20.1% | 0.81% | -18.8% |
| Q1 2022 | $2,013,000 | +5.8% | 78,380 | +5.6% | 1.00% | +4.3% |
| Q4 2021 | $1,903,000 | +34.7% | 74,189 | +30.8% | 0.96% | +18.4% |
| Q3 2021 | $1,413,000 | – | 56,737 | – | 0.81% | – |
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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% |