SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,456,012 | -8.4% | 48,644 | -4.9% | 0.18% | -5.2% |
| Q2 2023 | $2,681,608 | -2.8% | 51,146 | -0.6% | 0.19% | -2.6% |
| Q1 2023 | $2,759,614 | -13.6% | 51,476 | -16.5% | 0.20% | -20.3% |
| Q4 2022 | $3,194,158 | +0.2% | 61,675 | +0.2% | 0.25% | -7.5% |
| Q3 2022 | $3,187,000 | -7.4% | 61,523 | -0.3% | 0.27% | -3.3% |
| Q2 2022 | $3,443,000 | +1.3% | 61,706 | +10.2% | 0.28% | +20.6% |
| Q1 2022 | $3,400,000 | +129.3% | 56,009 | +137.5% | 0.23% | +135.1% |
| Q4 2021 | $1,483,000 | +54.2% | 23,579 | +53.3% | 0.10% | +27.6% |
| Q2 2021 | $962,000 | +25.9% | 15,385 | +23.2% | 0.08% | +2.7% |
| Q1 2021 | $764,000 | +3.8% | 12,491 | +5.3% | 0.07% | -2.6% |
| Q4 2020 | $736,000 | +69.6% | 11,857 | +54.8% | 0.08% | +38.2% |
| Q4 2019 | $434,000 | – | 7,660 | – | 0.06% | – |
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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% |