Mariner, LLC - SCHWAB STRATEGIC TR ownership

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
Mariner, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
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$281,0005,2710.01%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q2 2022
NameSharesValueWeighting ↓
FC Advisory LLC 125,330$6,542,2072.53%
Marotta Asset Management 225,433$11,767,6032.53%
CATALYST PRIVATE WEALTH, LLC 50,080$2,614,1761.23%
Curbstone Financial Management Corp 99,150$5,175,6301.18%
McLean Asset Management Corp 55,381$2,867,0551.08%
Pure Financial Advisors, LLC 592,787$30,943,4961.07%
Aletheian Wealth Advisors LLC 28,824$1,504,6001.00%
Arden Trust Co 111,455$5,817,9560.85%
Horizons Wealth Management 15,003$783,1570.51%
Walker Asset Management, LLC 12,462$650,5160.47%
View complete list of SCHWAB STRATEGIC TR shareholders