SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 103 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $942,301 | +2.0% | 38,305 | 0.0% | 0.06% | -13.2% |
| Q1 2024 | $924,095 | -2.1% | 38,305 | 0.0% | 0.07% | -11.7% |
| Q4 2023 | $943,833 | +7.9% | 38,305 | 0.0% | 0.08% | -12.5% |
| Q3 2023 | $874,502 | -6.9% | 38,305 | 0.0% | 0.09% | -12.9% |
| Q2 2023 | $939,237 | +2.5% | 38,305 | 0.0% | 0.10% | -16.5% |
| Q1 2023 | $916,254 | +3.5% | 38,305 | 0.0% | 0.12% | -8.3% |
| Q4 2022 | $884,844 | – | 38,305 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 827,711 | $19,509,149 | 4.04% |
| Red Mountain Financial, LLC | 109,875 | $2,589,753 | 3.12% |
| IRON Financial LLC | 122,096 | $2,877,792 | 1.61% |
| MAGNOLIA CAPITAL ADVISORS LLC | 280,405 | $3,886,323 | 1.22% |
| Kohmann Bosshard Financial Services, LLC | 323,358 | $7,621,552 | 1.03% |
| LongView Wealth Management | 110,710 | $2,609,437 | 0.96% |
| CAP Partners, LLC | 38,293 | $902,556 | 0.73% |
| Asset Advisors Investment Management, LLC | 249,323 | $5,876,543 | 0.64% |
| West Oak Capital, LLC | 63,948 | $1,507,254 | 0.61% |
| Noble Family Wealth, LLC | 74,847 | $1,764,144 | 0.51% |