SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $98,000 | -10.1% | 1,565 | -9.7% | 0.01% | -22.2% |
| Q3 2021 | $109,000 | +147.7% | 1,734 | +148.1% | 0.01% | +125.0% |
| Q2 2021 | $44,000 | +15.8% | 699 | +12.4% | 0.00% | +33.3% |
| Q1 2021 | $38,000 | -2.6% | 622 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $39,000 | +2.6% | 622 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $38,000 | +2.7% | 622 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $37,000 | +2.8% | 622 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $36,000 | +2.9% | 622 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $35,000 | 0.0% | 622 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $35,000 | +1066.7% | 622 | +1223.4% | 0.00% | – |
| Q3 2018 | $3,000 | -80.0% | 47 | -82.6% | 0.00% | -100.0% |
| Q4 2017 | $15,000 | -34.8% | 270 | -34.3% | 0.00% | -33.3% |
| Q3 2017 | $23,000 | +4.5% | 411 | +2.2% | 0.00% | 0.0% |
| Q2 2017 | $22,000 | 0.0% | 402 | 0.0% | 0.00% | -25.0% |
| Q1 2017 | $22,000 | -47.6% | 402 | -47.3% | 0.00% | -42.9% |
| Q4 2016 | $42,000 | +100.0% | 763 | +111.4% | 0.01% | +75.0% |
| Q3 2016 | $21,000 | +5.0% | 361 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $20,000 | – | 361 | – | 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% |