SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 244 filers reported holding SCHWAB STRATEGIC TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $97 | -52.5% | 1,926 | -50.6% | 0.02% | -52.4% |
Q2 2023 | $204 | -3.3% | 3,897 | -1.1% | 0.04% | -10.6% |
Q1 2023 | $211 | +17.2% | 3,939 | +13.3% | 0.05% | +20.5% |
Q4 2022 | $180 | -99.9% | 3,478 | -8.0% | 0.04% | -23.5% |
Q3 2022 | $196,000 | +23.3% | 3,780 | +44.3% | 0.05% | +50.0% |
Q1 2022 | $159,000 | -38.4% | 2,620 | -36.2% | 0.03% | -38.2% |
Q4 2021 | $258,000 | +1.2% | 4,104 | +0.7% | 0.06% | -6.8% |
Q3 2021 | $255,000 | +91.7% | 4,077 | +88.1% | 0.06% | +90.3% |
Q1 2021 | $133,000 | +533.3% | 2,168 | +537.6% | 0.03% | +520.0% |
Q4 2020 | $21,000 | -79.2% | 340 | -81.8% | 0.01% | -84.4% |
Q3 2018 | $101,000 | -3.8% | 1,866 | -2.6% | 0.03% | -8.6% |
Q2 2018 | $105,000 | +28.0% | 1,915 | +28.4% | 0.04% | +40.0% |
Q1 2018 | $82,000 | +6.5% | 1,492 | +7.6% | 0.02% | -3.8% |
Q4 2017 | $77,000 | +10.0% | 1,386 | +8.7% | 0.03% | +8.3% |
Q3 2017 | $70,000 | +12.9% | 1,275 | +14.0% | 0.02% | +4.3% |
Q2 2017 | $62,000 | +113.8% | 1,118 | +111.7% | 0.02% | +91.7% |
Q1 2017 | $29,000 | – | 528 | – | 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% |