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%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $14,000 | -65.9% | 251 | -63.3% | 0.01% | -61.9% |
| Q1 2022 | $41,000 | -4.7% | 683 | +0.1% | 0.02% | -16.0% |
| Q4 2021 | $43,000 | -37.7% | 682 | -38.6% | 0.02% | -21.9% |
| Q3 2021 | $69,000 | -14.8% | 1,110 | -14.0% | 0.03% | -8.6% |
| Q2 2021 | $81,000 | +2.5% | 1,290 | 0.0% | 0.04% | +2.9% |
| Q1 2021 | $79,000 | +23.4% | 1,290 | +24.5% | 0.03% | +13.3% |
| Q4 2020 | $64,000 | -8.6% | 1,036 | -8.8% | 0.03% | -26.8% |
| Q3 2020 | $70,000 | +7.7% | 1,136 | +4.6% | 0.04% | 0.0% |
| Q2 2020 | $65,000 | -4.4% | 1,086 | -7.8% | 0.04% | -16.3% |
| Q1 2020 | $68,000 | +1.5% | 1,178 | 0.0% | 0.05% | +53.1% |
| Q4 2019 | $67,000 | -81.6% | 1,178 | -82.8% | 0.03% | -84.6% |
| Q4 2015 | $364,000 | +7.1% | 6,855 | +8.3% | 0.21% | -7.1% |
| Q3 2015 | $340,000 | – | 6,328 | – | 0.22% | – |
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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% |