SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 685 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $757 | +106.3% | 15 | +114.3% | 0.00% | – |
| Q2 2023 | $367 | -89.5% | 7 | -89.2% | 0.00% | – |
| Q1 2023 | $3,485 | -78.8% | 65 | -79.6% | 0.00% | -100.0% |
| Q4 2022 | $16,469 | -13.3% | 318 | -13.1% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -5.0% | 366 | +4.6% | 0.00% | 0.0% |
| Q2 2022 | $20,000 | -42.9% | 350 | -38.7% | 0.00% | 0.0% |
| Q1 2022 | $35,000 | +20.7% | 571 | +21.7% | 0.00% | 0.0% |
| Q4 2021 | $29,000 | -37.0% | 469 | -36.5% | 0.00% | 0.0% |
| Q3 2021 | $46,000 | +58.6% | 739 | +57.2% | 0.00% | 0.0% |
| Q2 2021 | $29,000 | -9.4% | 470 | -10.5% | 0.00% | 0.0% |
| Q1 2021 | $32,000 | -5.9% | 525 | -4.7% | 0.00% | 0.0% |
| Q4 2020 | $34,000 | 0.0% | 551 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $34,000 | +6.2% | 551 | +5.0% | 0.00% | 0.0% |
| Q2 2020 | $32,000 | +6.7% | 525 | 0.0% | 0.00% | -50.0% |
| Q1 2020 | $30,000 | -33.3% | 525 | -34.2% | 0.00% | 0.0% |
| Q4 2019 | $45,000 | +15.4% | 798 | +16.3% | 0.00% | 0.0% |
| Q3 2019 | $39,000 | +21.9% | 686 | +20.1% | 0.00% | 0.0% |
| Q2 2019 | $32,000 | +10.3% | 571 | +8.8% | 0.00% | 0.0% |
| Q1 2019 | $29,000 | -95.3% | 525 | -95.5% | 0.00% | -94.6% |
| Q4 2018 | $618,000 | +1.8% | 11,599 | +3.1% | 0.04% | +19.4% |
| Q3 2018 | $607,000 | -2.6% | 11,245 | -0.9% | 0.03% | -6.1% |
| Q2 2018 | $623,000 | +20.7% | 11,349 | +20.8% | 0.03% | +17.9% |
| Q1 2018 | $516,000 | +6.2% | 9,394 | +7.1% | 0.03% | 0.0% |
| Q4 2017 | $486,000 | 0.0% | 8,771 | -0.3% | 0.03% | -9.7% |
| Q3 2017 | $486,000 | +4.7% | 8,793 | +4.4% | 0.03% | -6.1% |
| Q2 2017 | $464,000 | +14.3% | 8,424 | +15.3% | 0.03% | +6.5% |
| Q1 2017 | $406,000 | -0.5% | 7,308 | -1.7% | 0.03% | -13.9% |
| Q4 2016 | $408,000 | -2.2% | 7,431 | +1.6% | 0.04% | -12.2% |
| Q3 2016 | $417,000 | -0.7% | 7,311 | -1.7% | 0.04% | -8.9% |
| Q2 2016 | $420,000 | +1.2% | 7,434 | -0.4% | 0.04% | -11.8% |
| Q1 2016 | $415,000 | +207.4% | 7,466 | +193.8% | 0.05% | +183.3% |
| Q4 2015 | $135,000 | – | 2,541 | – | 0.02% | – |
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% |