SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 107 filers reported holding SCHWAB STRATEGIC TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $510,292 | +22.3% | 20,752 | +14.4% | 0.02% | +7.1% |
| Q3 2023 | $417,381 | -65.4% | 18,147 | -64.0% | 0.01% | -83.9% |
| Q2 2023 | $1,207,414 | -1.2% | 50,435 | -2.5% | 0.09% | -5.4% |
| Q1 2023 | $1,221,742 | +87.2% | 51,703 | +77.6% | 0.09% | +70.4% |
| Q4 2022 | $652,736 | – | 29,114 | – | 0.05% | – |
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% |