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 | $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. | 249,644 | $4,995,000 | 3.91% |
| Summit Asset Management, LLC | 550,704 | $11,020,000 | 3.56% |
| Kohmann Bosshard Financial Services, LLC | 540,788 | $10,821,000 | 2.40% |
| Bryn Mawr Capital Management, LLC | 161,174 | $3,225,000 | 1.14% |
| Sharkey, Howes & Javer | 200,526 | $4,013,000 | 0.88% |
| CAROLINAS WEALTH CONSULTING LLC | 145,728 | $2,916,000 | 0.74% |
| Tradition Wealth Management, LLC | 160,558 | $4,464,000 | 0.67% |
| Financial Architects, Inc | 161,699 | $3,236,000 | 0.56% |
| COWA, LLC | 36,930 | $739,000 | 0.49% |
| HARBOUR INVESTMENT MANAGEMENT LLC | 34,690 | $694,000 | 0.43% |