SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,012,415 | -13.3% | 59,654 | -10.0% | 0.01% | -11.1% |
| Q2 2023 | $3,476,392 | +83567.7% | 66,309 | -14.4% | 0.01% | -25.0% |
| Q1 2023 | $4,155 | -10.6% | 77,506 | -13.7% | 0.01% | -20.0% |
| Q4 2022 | $4,650 | -99.9% | 89,772 | -2.1% | 0.02% | -21.1% |
| Q3 2022 | $4,752,000 | -11.1% | 91,740 | -4.2% | 0.02% | -13.6% |
| Q2 2022 | $5,346,000 | -8.9% | 95,807 | -0.8% | 0.02% | 0.0% |
| Q1 2022 | $5,866,000 | -74.0% | 96,623 | -73.1% | 0.02% | -76.8% |
| Q4 2021 | $22,554,000 | +584.9% | 358,626 | +581.6% | 0.10% | +458.8% |
| Q3 2021 | $3,293,000 | +54.7% | 52,616 | +54.5% | 0.02% | +30.8% |
| Q2 2021 | $2,129,000 | +88.2% | 34,057 | +84.2% | 0.01% | +62.5% |
| Q1 2021 | $1,131,000 | +38.8% | 18,494 | +39.8% | 0.01% | 0.0% |
| Q3 2020 | $815,000 | +115.0% | 13,230 | +96.4% | 0.01% | +60.0% |
| Q2 2019 | $379,000 | +34.9% | 6,735 | +27.8% | 0.01% | 0.0% |
| Q4 2018 | $281,000 | – | 5,271 | – | 0.01% | – |
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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% |