Clarkston Capital Partners, LLC - SCHWAB STRATEGIC TR ownership

Back to all holdings Add to watchlist

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%.

Links
Filings
External links
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$39,000–688–0.00%–
 Download
Other shareholders
SCHWAB STRATEGIC TR shareholders Q3 2019
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 49,267,823$3,079,731,000100.00%
NinePointTwo Capital LLC 1,713,470$107,109,00037.74%
Knowledge Leaders Capital, LLC 329,957$20,626,00013.80%
AllGen Financial Advisors, Inc. 235,677$14,732,16711.31%
Charles Schwab Investment Advisory, Inc. 90,703,478$5,669,874,0009.71%
Carolina Wealth Advisors, LLC 216,575$13,538,0009.12%
MONUMENTAL FINANCIAL GROUP INC. 166,973$10,437,0008.93%
SVB Investment Services Inc. 205,748$12,861,0008.58%
KEYSTONE WEALTH PARTNERS 223,796$13,989,0008.35%
LVW Advisors, LLC 695,048$43,447,0007.71%
View complete list of SCHWAB STRATEGIC TR shareholders