SEC 13F Intelligence

Mccarthy Asset Management, Inc. / SCHY

Mccarthy Asset Management, Inc.’s Schwab Strategic Tr Position

Does Mccarthy Asset Management, Inc. own Schwab Strategic Tr (SCHY)? Not currently — the last reported position was 231.9K shares worth $5M in Q3 2023; the fund’s latest 13F (Q4 2025) no longer reports it.

Position Value
$5M
Q3 2023
Shares
231.9K
% of Portfolio
+3.91%
Quarters Held
10
position exited

Position History SCHY

Reported value by quarter
Q2 ’21: $6MQ2 ’21Q3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ2 ’22Q3 ’22: $5MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ2 ’23Q3 ’23: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023231.9K$5M+3.91%
Q2 2023248.8K$6M+4.06%
Q1 2023246.0K$6M+3.95%
Q4 2022248.3K$6M+3.89%
Q3 2022249.6K$5M+3.91%
Q2 2022242.6K$5M+4.44%
Q1 2022239.9K$6M+4.29%
Q4 2021228.1K$6M+4.02%
Q3 2021223.0K$6M+4.17%
Q2 2021221.8K$6M+4.05%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mccarthy Asset Management, Inc.’s full portfolio or all institutional holders of SCHY.