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 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%.

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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 2023
NameSharesValueWeighting ↓
Quadratic Capital Management LLC 32,290,969$2,030,779,00095.48%
NinePointTwo Capital LLC 2,368,378$148,947,00047.97%
Joseph Group Capital Management 252,975$15,910,00015.30%
Carolina Wealth Advisors, LLC 342,484$21,539,00012.17%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 230,798$14,518,00010.58%
RE Dickinson Investment Advisors, LLC 219,717$13,818,00010.48%
AllGen Financial Advisors, Inc. 209,304$13,163,1549.76%
Charles Schwab Investment Advisory, Inc. 97,963,022$6,160,894,0009.66%
SVB Investment Services Inc. 223,080$14,490,0009.63%
LOWERY THOMAS, LLC 215,829$13,573,0009.36%
View complete list of SCHWAB STRATEGIC TR shareholders