Clarkston Capital Partners, LLC - SCHWAB STRATEGIC TR ownership

SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 333 filers reported holding SCHWAB STRATEGIC TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Clarkston Capital Partners, LLC ownership history of SCHWAB STRATEGIC TR
ValueSharesWeighting
Q3 2023$33,273
-3.7%
6590.0%0.00%0.0%
Q2 2023$34,551
-12.6%
659
-10.6%
0.00%0.0%
Q1 2023$39,511
+4.8%
737
+1.2%
0.00%0.0%
Q4 2022$37,703
+7.7%
728
+8.3%
0.00%0.0%
Q3 2022$35,000
-5.4%
6720.0%0.00%0.0%
Q2 2022$37,000
-14.0%
672
-5.6%
0.00%0.0%
Q1 2022$43,000
-2.3%
712
+1.6%
0.00%0.0%
Q4 2021$44,0000.0%7010.0%0.00%0.0%
Q3 2021$44,000
+7.3%
701
+7.7%
0.00%0.0%
Q2 2021$41,000
+2.5%
6510.0%0.00%0.0%
Q1 2021$40,000
-2.4%
651
-2.0%
0.00%0.0%
Q4 2020$41,0000.0%6640.0%0.00%0.0%
Q3 2020$41,000
+5.1%
664
+1.5%
0.00%0.0%
Q2 2020$39,000
-4.9%
654
-8.8%
0.00%0.0%
Q1 2020$41,000
+2.5%
717
+0.8%
0.00%0.0%
Q4 2019$40,000
+2.6%
711
+3.3%
0.00%0.0%
Q3 2019$39,0006880.00%
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 24,648,549$1,496,413,00092.91%
NinePointTwo Capital LLC 2,739,343$166,305,00044.98%
Walker Financial Services, Inc. 687,180$41,718,71438.30%
Carolina Wealth Advisors, LLC 354,702$21,534,00013.60%
Joseph Group Capital Management 211,679$12,851,00012.96%
LifeGuide Financial Advisors, LLC 252,709$15,342,00011.84%
Sensible Financial Planning & Management, LLC. 725,861$44,067,00011.78%
RE Dickinson Investment Advisors, LLC 242,169$14,702,0009.88%
Charles Schwab Investment Advisory, Inc. 97,234,136$5,903,084,0009.38%
SVB Investment Services Inc. 230,030$13,965,0008.66%
View complete list of SCHWAB STRATEGIC TR shareholders