SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 23 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 705,878 | $16,235,194 | 4.41% |
| McCarthy Asset Management, Inc. | 231,890 | $5,333,467 | 3.91% |
| Kohmann Bosshard Financial Services, LLC | 572,694 | $13,171,951 | 2.27% |
| Souders Financial Advisors | 458,958 | $10,556,023 | 2.03% |
| Tradition Wealth Management, LLC | 223,117 | $7,495 | 0.89% |
| Principle Wealth Partners LLC | 356,700 | $8,204,097 | 0.82% |
| West Oak Capital, LLC | 66,365 | $1,526 | 0.76% |
| CAROLINAS WEALTH CONSULTING LLC | 130,800 | $2,933,184 | 0.73% |
| HARBOUR INVESTMENT MANAGEMENT LLC | 45,815 | $1,053,745 | 0.60% |
| Charles Schwab Trust Co | 231,865 | $5,332,895 | 0.60% |