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 | $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 | 697,470 | $16,697,432 | 4.40% |
McCarthy Asset Management, Inc. | 248,823 | $5,956,822 | 4.06% |
MAGNOLIA CAPITAL ADVISORS LLC | 248,205 | $5,942,028 | 2.98% |
Kohmann Bosshard Financial Services, LLC | 552,664 | $13,230,765 | 2.28% |
Souders Financial Advisors | 405,890 | $9,716,995 | 1.86% |
Tradition Wealth Management, LLC | 218,139 | $7,692 | 0.90% |
West Oak Capital, LLC | 67,970 | $1,627,202 | 0.79% |
Principle Wealth Partners LLC | 320,866 | $7,681,554 | 0.77% |
CAROLINAS WEALTH CONSULTING LLC | 145,413 | $3,481,198 | 0.69% |
Charles Schwab Trust Co | 220,378 | $5,141,419 | 0.62% |