SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $395,388 | -41.6% | 7,831 | -39.3% | 0.04% | -39.4% |
Q2 2023 | $676,819 | -50.7% | 12,909 | -49.6% | 0.07% | -54.2% |
Q1 2023 | $1,374,025 | -39.8% | 25,630 | -41.8% | 0.14% | -44.6% |
Q4 2022 | $2,280,970 | -18.0% | 44,043 | -17.9% | 0.26% | -25.9% |
Q3 2022 | $2,780,000 | -17.0% | 53,672 | -10.6% | 0.35% | -12.5% |
Q2 2022 | $3,351,000 | -11.2% | 60,060 | -3.3% | 0.40% | +3.4% |
Q1 2022 | $3,772,000 | -0.6% | 62,132 | +2.9% | 0.39% | +2.4% |
Q4 2021 | $3,796,000 | +2.8% | 60,364 | +2.3% | 0.38% | -6.9% |
Q3 2021 | $3,692,000 | -2.3% | 58,991 | -2.4% | 0.41% | -3.6% |
Q2 2021 | $3,779,000 | +25.7% | 60,459 | +23.0% | 0.42% | +11.6% |
Q1 2021 | $3,006,000 | +16.5% | 49,154 | +18.2% | 0.38% | +7.1% |
Q4 2020 | $2,581,000 | +18.6% | 41,583 | +17.7% | 0.35% | +3.2% |
Q3 2020 | $2,177,000 | +2.6% | 35,318 | -0.0% | 0.34% | -5.0% |
Q2 2020 | $2,121,000 | +1.9% | 35,331 | -2.4% | 0.36% | -18.2% |
Q1 2020 | $2,082,000 | +4.3% | 36,198 | +2.7% | 0.44% | +15.8% |
Q4 2019 | $1,997,000 | +1.7% | 35,258 | +1.9% | 0.38% | -10.4% |
Q3 2019 | $1,964,000 | +0.6% | 34,600 | -0.3% | 0.42% | -3.6% |
Q2 2019 | $1,953,000 | +8.6% | 34,689 | +6.1% | 0.44% | +3.0% |
Q1 2019 | $1,798,000 | +3.7% | 32,693 | +0.4% | 0.43% | -12.1% |
Q4 2018 | $1,734,000 | -2.6% | 32,569 | -1.3% | 0.49% | +10.7% |
Q3 2018 | $1,780,000 | -1.4% | 32,982 | +0.3% | 0.44% | -7.2% |
Q2 2018 | $1,805,000 | -0.1% | 32,881 | -0.2% | 0.47% | -7.1% |
Q1 2018 | $1,807,000 | +12.8% | 32,934 | +14.0% | 0.51% | +22.9% |
Q4 2017 | $1,602,000 | -49.5% | 28,900 | -49.7% | 0.41% | -9.6% |
Q3 2017 | $3,171,000 | +101.2% | 57,485 | +100.8% | 0.46% | -0.4% |
Q2 2017 | $1,576,000 | -1.4% | 28,624 | -0.5% | 0.46% | -7.3% |
Q1 2017 | $1,598,000 | +34.5% | 28,780 | +32.9% | 0.50% | +30.2% |
Q4 2016 | $1,188,000 | – | 21,660 | – | 0.38% | – |
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% |