SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,377,115 | -4.9% | 27,275 | -1.3% | 0.18% | -6.2% |
| Q2 2023 | $1,448,274 | -3.5% | 27,623 | -1.4% | 0.19% | -6.8% |
| Q1 2023 | $1,501,456 | -73.3% | 28,007 | -74.2% | 0.21% | -73.7% |
| Q4 2022 | $5,625,689 | +38.6% | 108,625 | +38.6% | 0.78% | +25.3% |
| Q3 2022 | $4,058,000 | +48.6% | 78,349 | +60.1% | 0.62% | +61.2% |
| Q2 2022 | $2,730,000 | +6.9% | 48,932 | +16.3% | 0.39% | +10.9% |
| Q1 2022 | $2,554,000 | +9.2% | 42,062 | +13.1% | 0.35% | +21.2% |
| Q4 2021 | $2,338,000 | +280.8% | 37,181 | +278.8% | 0.29% | +255.6% |
| Q3 2021 | $614,000 | +48.7% | 9,815 | +48.6% | 0.08% | +50.0% |
| Q2 2021 | $413,000 | – | 6,605 | – | 0.05% | – |
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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% |