SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 17 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $353 | -70.4% | 7,000 | -69.3% | 0.01% | -68.4% |
Q2 2023 | $1,194 | -2.2% | 22,775 | 0.0% | 0.02% | -5.0% |
Q1 2023 | $1,221 | +3.5% | 22,775 | 0.0% | 0.02% | +5.3% |
Q4 2022 | $1,180 | -99.9% | 22,775 | 0.0% | 0.02% | -5.0% |
Q3 2022 | $1,180,000 | -7.2% | 22,775 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $1,271,000 | -8.1% | 22,775 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $1,383,000 | -3.4% | 22,775 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $1,432,000 | +0.5% | 22,775 | 0.0% | 0.02% | -4.8% |
Q3 2021 | $1,425,000 | +0.1% | 22,775 | 0.0% | 0.02% | +10.5% |
Q2 2021 | $1,424,000 | +2.2% | 22,775 | 0.0% | 0.02% | -5.0% |
Q1 2021 | $1,393,000 | -1.5% | 22,775 | 0.0% | 0.02% | -13.0% |
Q4 2020 | $1,414,000 | +0.7% | 22,775 | 0.0% | 0.02% | -14.8% |
Q3 2020 | $1,404,000 | +2.7% | 22,775 | 0.0% | 0.03% | -3.6% |
Q2 2020 | $1,367,000 | +4.4% | 22,775 | 0.0% | 0.03% | -9.7% |
Q1 2020 | $1,310,000 | +1.6% | 22,775 | 0.0% | 0.03% | +55.0% |
Q4 2019 | $1,290,000 | -0.2% | 22,775 | 0.0% | 0.02% | 0.0% |
Q3 2019 | $1,293,000 | +0.9% | 22,775 | 0.0% | 0.02% | +11.1% |
Q2 2019 | $1,282,000 | +2.3% | 22,775 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $1,253,000 | +3.3% | 22,775 | 0.0% | 0.02% | -5.3% |
Q4 2018 | $1,213,000 | -1.3% | 22,775 | 0.0% | 0.02% | +18.8% |
Q3 2018 | $1,229,000 | -1.8% | 22,775 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $1,251,000 | +0.1% | 22,775 | 0.0% | 0.02% | +6.7% |
Q1 2018 | $1,250,000 | -1.0% | 22,775 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $1,262,000 | +0.2% | 22,775 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $1,259,000 | +0.4% | 22,775 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $1,254,000 | -0.9% | 22,775 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $1,265,000 | +1.3% | 22,775 | 0.0% | 0.02% | -6.2% |
Q4 2016 | $1,249,000 | – | 22,775 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FC Advisory LLC | 125,330 | $6,542,207 | 2.53% |
Marotta Asset Management | 225,433 | $11,767,603 | 2.53% |
CATALYST PRIVATE WEALTH, LLC | 50,080 | $2,614,176 | 1.23% |
Curbstone Financial Management Corp | 99,150 | $5,175,630 | 1.18% |
McLean Asset Management Corp | 55,381 | $2,867,055 | 1.08% |
Pure Financial Advisors, LLC | 592,787 | $30,943,496 | 1.07% |
Aletheian Wealth Advisors LLC | 28,824 | $1,504,600 | 1.00% |
Arden Trust Co | 111,455 | $5,817,956 | 0.85% |
Horizons Wealth Management | 15,003 | $783,157 | 0.51% |
Walker Asset Management, LLC | 12,462 | $650,516 | 0.47% |