SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 85 filers reported holding SCHWAB STRATEGIC TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,729,665 | +4.9% | 72,250 | +3.6% | 0.13% | -0.8% |
| Q1 2023 | $1,648,193 | +146928.8% | 69,750 | +39.5% | 0.13% | +38.9% |
| Q4 2022 | $1,121 | -99.9% | 50,000 | 0.0% | 0.10% | +1.1% |
| Q3 2022 | $1,001,000 | +147.2% | 50,000 | +177.8% | 0.09% | +154.1% |
| Q2 2022 | $405,000 | +21.3% | 18,000 | +38.5% | 0.04% | +37.0% |
| Q1 2022 | $334,000 | – | 13,000 | – | 0.03% | – |
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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% |