SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 740 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,933 | -9.4% | 474 | -7.1% | 0.01% | -16.7% |
| Q2 2023 | $26,413 | 0.0% | 510 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $26,413 | 0.0% | 510 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $26,413 | -2.2% | 510 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $27,000 | -6.9% | 510 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $29,000 | 0.0% | 510 | +7.6% | 0.01% | 0.0% |
| Q1 2022 | $29,000 | -3.3% | 474 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $30,000 | 0.0% | 474 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $30,000 | -73.5% | 474 | -73.9% | 0.01% | -73.3% |
| Q2 2021 | $113,000 | +1.8% | 1,815 | 0.0% | 0.03% | -6.2% |
| Q1 2021 | $111,000 | +2.8% | 1,815 | +4.6% | 0.03% | -5.9% |
| Q4 2020 | $108,000 | +0.9% | 1,735 | 0.0% | 0.03% | +61.9% |
| Q3 2020 | $107,000 | – | 1,735 | – | 0.02% | – |
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% |