MORGAN STANLEY - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHY and the CUSIP is 808524672. A total of 40 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
MORGAN STANLEY ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$106,099
-4.6%
4,613
-0.7%
0.00%
Q2 2023$111,177
+34.3%
4,644
+32.5%
0.00%
Q1 2023$82,800
+269.3%
3,504
+250.4%
0.00%
Q4 2022$22,420
+12.1%
1,0000.0%0.00%
Q3 2022$20,000
-64.9%
1,000
-55.2%
0.00%
Q1 2022$57,0002,2310.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2022
NameSharesValueWeighting ↓
McCarthy Asset Management, Inc. 239,881$6,160,0004.29%
Danda Trouve Investment Management, Inc. 106,058$2,724,0003.41%
MAGNOLIA CAPITAL ADVISORS LLC 273,410$7,021,0002.75%
Columbus Macro, LLC 207,612$5,331,0001.82%
COWA, LLC 68,970$1,771,0000.88%
Bryn Mawr Capital Management, LLC 110,537$2,839,0000.79%
Financial Architects, Inc 132,436$3,401,0000.49%
CVA Family Office, LLC 70,261$1,804,0000.43%
Summit Asset Management, LLC 57,965$1,489,0000.43%
ProVise Management Group, LLC 85,263$2,190,0000.21%
View complete list of SCHWAB STRATEGIC TR shareholders