SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 1 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $692,624 | -10.4% | 30,114 | -6.7% | 0.23% | -8.3% |
| Q2 2023 | $772,641 | -3.4% | 32,274 | -4.6% | 0.25% | -9.6% |
| Q1 2023 | $799,622 | +72.3% | 33,839 | +63.4% | 0.28% | +70.3% |
| Q4 2022 | $464,190 | +15.5% | 20,704 | +3.2% | 0.16% | +5.1% |
| Q3 2022 | $402,000 | +2.6% | 20,064 | +15.2% | 0.16% | -1.9% |
| Q2 2022 | $392,000 | – | 17,424 | – | 0.16% | – |
Download | ||||||
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% |