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. 228,081$5,853,0004.02%
Danda Trouve Investment Management, Inc. 106,058$2,721,0003.08%
COWA, LLC 74,189$1,903,0000.96%
Bryn Mawr Capital Management, LLC 86,316$2,215,0000.84%
Financial Architects, Inc 120,328$3,088,0000.42%
CVA Family Office, LLC 60,961$1,564,0000.39%
Summit Asset Management, LLC 43,737$1,122,0000.32%
High Net Worth Advisory Group LLC 20,000$513,0000.18%
Collaborative Wealth Managment Inc. 9,818$252,0000.14%
MADDEN SECURITIES Corp 8,950$230,0000.11%
View complete list of SCHWAB STRATEGIC TR shareholders