Clarkston Capital Partners, LLC - SCHWAB STRATEGIC TR ownership

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SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 536 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 1.0%.

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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%–
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Other shareholders
SCHWAB STRATEGIC TR shareholders Q1 2021
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 14,279,084$720,950,95195.54%
NinePointTwo Capital LLC 1,726,601$87,17635.55%
Sensible Financial Planning & Management, LLC. 1,441,882$72,80118.31%
LifeGuide Financial Advisors, LLC 606,248$30,609,48717.89%
Joseph Group Capital Management 421,552$21,284,16015.33%
Walker Financial Services, Inc. 236,191$11,925,29111.59%
Carolina Wealth Advisors, LLC 350,044$17,673,7259.98%
Live Oak Investment Partners 196,101$9,889,1738.52%
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 246,137$12,427,4418.06%
MARSHALL FINANCIAL GROUP INC /ADV 377,322$19,050,9687.76%
View complete list of SCHWAB STRATEGIC TR shareholders