SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 44 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,338,093 | -8.3% | 232,091 | -4.6% | 0.48% | -3.3% |
| Q2 2023 | $5,819,888 | +4.6% | 243,208 | +3.2% | 0.49% | -0.8% |
| Q1 2023 | $5,565,344 | +8.8% | 235,623 | +3.2% | 0.50% | +5.8% |
| Q4 2022 | $5,116,988 | +21.4% | 228,339 | +8.4% | 0.47% | +11.1% |
| Q3 2022 | $4,214,000 | +2.1% | 210,697 | +14.8% | 0.42% | +3.4% |
| Q2 2022 | $4,126,000 | +72.3% | 183,537 | +96.8% | 0.41% | +108.2% |
| Q1 2022 | $2,395,000 | – | 93,251 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Summit Asset Management, LLC | 705,878 | $16,235,194 | 4.41% |
| McCarthy Asset Management, Inc. | 231,890 | $5,333,467 | 3.91% |
| Kohmann Bosshard Financial Services, LLC | 572,694 | $13,171,951 | 2.27% |
| Souders Financial Advisors | 458,958 | $10,556,023 | 2.03% |
| Tradition Wealth Management, LLC | 223,117 | $7,495 | 0.89% |
| Principle Wealth Partners LLC | 356,700 | $8,204,097 | 0.82% |
| West Oak Capital, LLC | 66,365 | $1,526 | 0.76% |
| CAROLINAS WEALTH CONSULTING LLC | 130,800 | $2,933,184 | 0.73% |
| HARBOUR INVESTMENT MANAGEMENT LLC | 45,815 | $1,053,745 | 0.60% |
| Charles Schwab Trust Co | 231,865 | $5,332,895 | 0.60% |