SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 628 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $503,905 | -40.0% | 9,611 | -38.6% | 0.08% | -43.7% |
Q1 2023 | $839,426 | -12.0% | 15,658 | -15.0% | 0.14% | -14.6% |
Q4 2022 | $954,386 | -31.7% | 18,428 | -31.7% | 0.16% | -35.2% |
Q3 2022 | $1,397,000 | -37.7% | 26,978 | -26.9% | 0.24% | -24.0% |
Q1 2022 | $2,241,000 | +22.1% | 36,917 | +26.4% | 0.32% | +29.4% |
Q4 2021 | $1,836,000 | +505.9% | 29,199 | +503.2% | 0.25% | +463.6% |
Q3 2021 | $303,000 | +0.3% | 4,841 | +0.1% | 0.04% | 0.0% |
Q2 2021 | $302,000 | +7.1% | 4,838 | +5.0% | 0.04% | 0.0% |
Q1 2021 | $282,000 | +1.8% | 4,608 | +3.4% | 0.04% | -13.7% |
Q4 2020 | $277,000 | +8.6% | 4,458 | +7.9% | 0.05% | -8.9% |
Q3 2020 | $255,000 | +91.7% | 4,131 | +85.7% | 0.06% | +80.6% |
Q2 2020 | $133,000 | +3.9% | 2,224 | 0.0% | 0.03% | -11.4% |
Q1 2020 | $128,000 | -4.5% | 2,224 | -6.3% | 0.04% | +20.7% |
Q4 2019 | $134,000 | -4.3% | 2,373 | -4.1% | 0.03% | -12.1% |
Q3 2019 | $140,000 | +0.7% | 2,474 | 0.0% | 0.03% | +26.9% |
Q2 2019 | $139,000 | -15.2% | 2,474 | -17.0% | 0.03% | -7.1% |
Q1 2019 | $164,000 | -3.5% | 2,979 | -6.8% | 0.03% | -15.2% |
Q4 2018 | $170,000 | -52.6% | 3,198 | -52.0% | 0.03% | -43.1% |
Q3 2018 | $359,000 | +7.8% | 6,659 | +9.9% | 0.06% | -1.7% |
Q2 2018 | $333,000 | -5.1% | 6,058 | -5.3% | 0.06% | -14.5% |
Q1 2018 | $351,000 | -3.6% | 6,397 | -2.5% | 0.07% | +13.1% |
Q4 2017 | $364,000 | +38.9% | 6,560 | +38.2% | 0.06% | +29.8% |
Q3 2017 | $262,000 | +40.1% | 4,746 | +39.6% | 0.05% | +38.2% |
Q2 2017 | $187,000 | +13.3% | 3,400 | +14.2% | 0.03% | +17.2% |
Q1 2017 | $165,000 | +16400.0% | 2,978 | +17417.6% | 0.03% | – |
Q3 2014 | $1,000 | 0.0% | 17 | 0.0% | 0.00% | – |
Q2 2014 | $1,000 | – | 17 | -22.7% | 0.00% | – |
Q3 2013 | $0 | – | 22 | – | 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% |