SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,336 | -13.8% | 6,503 | -10.5% | 0.01% | -12.5% |
| Q2 2023 | $380,904 | -7.9% | 7,265 | -5.8% | 0.01% | -20.0% |
| Q1 2023 | $413,440 | +7.0% | 7,712 | +5.4% | 0.01% | -9.1% |
| Q4 2022 | $386,426 | -21.5% | 7,317 | -23.0% | 0.01% | -42.1% |
| Q3 2022 | $492,000 | -9.7% | 9,498 | -2.8% | 0.02% | 0.0% |
| Q2 2022 | $545,000 | -2.5% | 9,767 | +6.1% | 0.02% | -13.6% |
| Q1 2022 | $559,000 | +5.7% | 9,208 | +9.5% | 0.02% | 0.0% |
| Q4 2021 | $529,000 | +3.5% | 8,412 | +3.0% | 0.02% | -8.3% |
| Q3 2021 | $511,000 | -3.4% | 8,166 | -3.5% | 0.02% | 0.0% |
| Q2 2021 | $529,000 | +26.0% | 8,463 | +23.2% | 0.02% | +9.1% |
| Q1 2021 | $420,000 | +6.9% | 6,867 | +8.5% | 0.02% | -21.4% |
| Q4 2020 | $393,000 | +3.4% | 6,331 | +2.7% | 0.03% | -15.2% |
| Q3 2020 | $380,000 | +16.9% | 6,166 | +13.9% | 0.03% | +6.5% |
| Q2 2020 | $325,000 | +21.3% | 5,415 | +16.2% | 0.03% | +10.7% |
| Q1 2020 | $268,000 | +1961.5% | 4,660 | +1883.0% | 0.03% | +2700.0% |
| Q2 2018 | $13,000 | – | 235 | – | 0.00% | – |
Download | ||||||
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% |