SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $3,443,000 | +22.2% | 55,868 | +19.0% | 0.12% | +11.5% |
Q2 2020 | $2,817,000 | +240.6% | 46,942 | +226.6% | 0.10% | +188.9% |
Q1 2020 | $827,000 | -4.1% | 14,373 | -5.3% | 0.04% | +24.1% |
Q4 2019 | $862,000 | +1.7% | 15,181 | +2.0% | 0.03% | -3.3% |
Q3 2019 | $848,000 | +90.1% | 14,888 | +88.1% | 0.03% | +100.0% |
Q2 2019 | $446,000 | -96.2% | 7,916 | -96.3% | 0.02% | -96.3% |
Q1 2019 | $11,774,000 | +2.6% | 213,931 | -0.9% | 0.40% | -10.8% |
Q4 2018 | $11,476,000 | -0.8% | 215,883 | +0.6% | 0.45% | +14.1% |
Q3 2018 | $11,572,000 | +1.7% | 214,548 | +3.5% | 0.40% | -7.5% |
Q2 2018 | $11,383,000 | -2.1% | 207,387 | -2.2% | 0.43% | -4.2% |
Q1 2018 | $11,623,000 | +5135.6% | 212,105 | +5130.7% | 0.45% | +4877.8% |
Q4 2017 | $222,000 | +10.4% | 4,055 | +10.7% | 0.01% | 0.0% |
Q3 2017 | $201,000 | – | 3,664 | – | 0.01% | – |
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% |