SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 17 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $7,568,726 | -0.9% | 149,905 | +2.9% | 0.37% | +4.6% |
Q2 2023 | $7,637,205 | +2.3% | 145,664 | +4.6% | 0.35% | -9.1% |
Q1 2023 | $7,466,044 | +6.5% | 139,266 | +2.9% | 0.39% | +2.4% |
Q4 2022 | $7,010,677 | +63.8% | 135,367 | +63.8% | 0.38% | +45.6% |
Q3 2022 | $4,281,000 | +1.8% | 82,649 | +9.6% | 0.26% | +8.8% |
Q2 2022 | $4,207,000 | -9.2% | 75,391 | -1.3% | 0.24% | +2.1% |
Q1 2022 | $4,635,000 | -1.9% | 76,354 | +1.6% | 0.23% | +1.7% |
Q4 2021 | $4,724,000 | +11.2% | 75,119 | +10.5% | 0.23% | -0.4% |
Q2 2021 | $4,248,000 | +4.6% | 67,954 | +2.3% | 0.23% | -4.6% |
Q1 2021 | $4,062,000 | -7.5% | 66,419 | -6.0% | 0.24% | -19.4% |
Q4 2020 | $4,389,000 | +3.2% | 70,694 | +2.4% | 0.30% | +32.9% |
Q3 2020 | $4,253,000 | +319.4% | 69,008 | +308.3% | 0.22% | +155.7% |
Q2 2020 | $1,014,000 | +25.5% | 16,900 | +20.3% | 0.09% | -38.9% |
Q1 2020 | $808,000 | +6.5% | 14,052 | +4.9% | 0.14% | +9.9% |
Q4 2019 | $759,000 | -1.9% | 13,399 | -1.7% | 0.13% | -21.1% |
Q3 2019 | $774,000 | +6.2% | 13,634 | +5.3% | 0.17% | -2.4% |
Q2 2019 | $729,000 | +1.5% | 12,948 | -0.8% | 0.17% | 0.0% |
Q1 2019 | $718,000 | -7.7% | 13,051 | -10.7% | 0.17% | -18.7% |
Q4 2018 | $778,000 | -3.1% | 14,612 | -1.8% | 0.21% | +11.8% |
Q3 2018 | $803,000 | +2.8% | 14,885 | +4.6% | 0.19% | -14.2% |
Q2 2018 | $781,000 | +5.0% | 14,227 | +5.0% | 0.22% | -1.4% |
Q1 2018 | $744,000 | +6.4% | 13,549 | +7.5% | 0.22% | +4.7% |
Q4 2017 | $699,000 | +30.9% | 12,606 | +30.6% | 0.21% | +19.9% |
Q3 2017 | $534,000 | +12.4% | 9,654 | +11.8% | 0.18% | -9.3% |
Q2 2017 | $475,000 | +6.5% | 8,635 | +8.0% | 0.19% | +0.5% |
Q1 2017 | $446,000 | +46.2% | 7,995 | +44.0% | 0.19% | +49.6% |
Q4 2016 | $305,000 | – | 5,554 | – | 0.13% | – |
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% |