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 | $410,686 | +3.0% | 8,134 | +7.0% | 0.01% | +12.5% |
Q2 2023 | $398,678 | -0.9% | 7,604 | +1.3% | 0.01% | 0.0% |
Q1 2023 | $402,236 | +5.3% | 7,503 | +1.7% | 0.01% | 0.0% |
Q4 2022 | $381,951 | -2.3% | 7,375 | -2.4% | 0.01% | 0.0% |
Q3 2022 | $391,000 | -12.9% | 7,553 | -6.0% | 0.01% | -11.1% |
Q2 2022 | $449,000 | -12.6% | 8,039 | -5.1% | 0.01% | +12.5% |
Q1 2022 | $514,000 | -2.1% | 8,470 | +1.5% | 0.01% | +14.3% |
Q4 2021 | $525,000 | +6.5% | 8,342 | +5.9% | 0.01% | 0.0% |
Q3 2021 | $493,000 | +9.6% | 7,879 | +9.4% | 0.01% | 0.0% |
Q2 2021 | $450,000 | +16.6% | 7,203 | +14.2% | 0.01% | +16.7% |
Q1 2021 | $386,000 | +4.3% | 6,310 | +5.9% | 0.01% | 0.0% |
Q4 2020 | $370,000 | +1.9% | 5,959 | +1.2% | 0.01% | -14.3% |
Q3 2020 | $363,000 | +2.5% | 5,890 | -0.2% | 0.01% | 0.0% |
Q2 2020 | $354,000 | +12.0% | 5,901 | +7.4% | 0.01% | -12.5% |
Q1 2020 | $316,000 | +16.6% | 5,496 | +14.7% | 0.01% | +60.0% |
Q4 2019 | $271,000 | +5.0% | 4,793 | +5.6% | 0.01% | 0.0% |
Q3 2019 | $258,000 | +8.9% | 4,539 | +7.9% | 0.01% | +25.0% |
Q2 2019 | $237,000 | +12.9% | 4,208 | +10.3% | 0.00% | 0.0% |
Q1 2019 | $210,000 | +28.8% | 3,815 | +24.8% | 0.00% | +33.3% |
Q4 2018 | $163,000 | +25.4% | 3,056 | +27.1% | 0.00% | +50.0% |
Q3 2018 | $130,000 | +154.9% | 2,404 | +161.3% | 0.00% | +100.0% |
Q2 2018 | $51,000 | +466.7% | 920 | +444.4% | 0.00% | – |
Q1 2018 | $9,000 | – | 169 | – | 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% |