SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 374 filers reported holding SCHWAB STRATEGIC TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $346,000 | +2.7% | 5,568 | +1.8% | 0.06% | -9.4% |
| Q3 2020 | $337,000 | +8.0% | 5,471 | +5.3% | 0.06% | +3.2% |
| Q2 2020 | $312,000 | -5.2% | 5,194 | -9.2% | 0.06% | -27.1% |
| Q1 2020 | $329,000 | -22.8% | 5,721 | -23.9% | 0.08% | +1.2% |
| Q4 2019 | $426,000 | +17.0% | 7,515 | +17.0% | 0.08% | +7.7% |
| Q3 2019 | $364,000 | +4.0% | 6,421 | +3.2% | 0.08% | -7.1% |
| Q2 2019 | $350,000 | -46.5% | 6,224 | -47.6% | 0.08% | -54.1% |
| Q1 2019 | $654,000 | +1.1% | 11,886 | -2.1% | 0.18% | -24.4% |
| Q4 2018 | $647,000 | – | 12,147 | – | 0.24% | – |
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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% |