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 2023 | $91 | -16.5% | 1,794 | -13.5% | 0.00% | 0.0% |
| Q2 2023 | $109 | +38.0% | 2,073 | +40.6% | 0.00% | 0.0% |
| Q1 2023 | $79 | +97.5% | 1,474 | +90.9% | 0.00% | – |
| Q4 2022 | $40 | -99.9% | 772 | -34.6% | 0.00% | – |
| Q3 2022 | $61,000 | +35.6% | 1,181 | +46.5% | 0.00% | – |
| Q2 2022 | $45,000 | -25.0% | 806 | -18.8% | 0.00% | – |
| Q1 2022 | $60,000 | -33.3% | 992 | -30.4% | 0.00% | -100.0% |
| Q4 2021 | $90,000 | +125.0% | 1,425 | +120.2% | 0.00% | – |
| Q2 2021 | $40,000 | 0.0% | 647 | 0.0% | 0.00% | – |
| Q1 2021 | $40,000 | 0.0% | 647 | 0.0% | 0.00% | – |
| Q4 2020 | $40,000 | 0.0% | 647 | 0.0% | 0.00% | – |
| Q3 2020 | $40,000 | 0.0% | 647 | 0.0% | 0.00% | – |
| Q2 2020 | $40,000 | 0.0% | 647 | 0.0% | 0.00% | – |
| Q1 2020 | $40,000 | 0.0% | 647 | 0.0% | 0.00% | – |
| Q4 2019 | $40,000 | 0.0% | 647 | 0.0% | 0.00% | – |
| Q3 2019 | $40,000 | 0.0% | 647 | 0.0% | 0.00% | – |
| Q2 2019 | $40,000 | 0.0% | 647 | 0.0% | 0.00% | – |
| Q1 2019 | $40,000 | -83.6% | 647 | -85.9% | 0.00% | -100.0% |
| Q4 2018 | $244,000 | +248.6% | 4,584 | +253.7% | 0.01% | +200.0% |
| Q3 2018 | $70,000 | +438.5% | 1,296 | +451.5% | 0.00% | – |
| Q2 2018 | $13,000 | +550.0% | 235 | +487.5% | 0.00% | – |
| Q1 2017 | $2,000 | – | 40 | – | 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% |