SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 151 filers reported holding SCHWAB STRATEGIC TR in Q4 2016. The put-call ratio across all filers is 2.65 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $291,000 | -34.3% | 4,909 | -36.7% | 0.20% | -22.5% |
| Q4 2019 | $443,000 | +73.7% | 7,758 | +72.4% | 0.26% | +62.3% |
| Q3 2019 | $255,000 | +0.8% | 4,500 | 0.0% | 0.16% | +2.6% |
| Q2 2019 | $253,000 | -53.3% | 4,500 | -54.4% | 0.16% | -54.4% |
| Q1 2018 | $542,000 | -81.6% | 9,868 | -81.4% | 0.34% | -63.5% |
| Q4 2017 | $2,944,000 | +59.1% | 53,120 | +58.7% | 0.93% | -25.5% |
| Q3 2017 | $1,850,000 | +43.7% | 33,472 | +43.2% | 1.25% | +35.3% |
| Q2 2017 | $1,287,000 | +11.1% | 23,375 | +12.1% | 0.92% | +7.3% |
| Q1 2017 | $1,158,000 | +47.9% | 20,859 | +46.1% | 0.86% | +37.5% |
| Q4 2016 | $783,000 | +6.2% | 14,281 | +10.5% | 0.63% | -0.2% |
| Q3 2016 | $737,000 | -32.6% | 12,920 | -33.3% | 0.63% | -38.7% |
| Q2 2016 | $1,094,000 | -9.7% | 19,375 | -11.2% | 1.02% | -16.7% |
| Q1 2016 | $1,211,000 | +74.7% | 21,821 | +67.1% | 1.23% | +68.2% |
| Q4 2015 | $693,000 | – | 13,061 | – | 0.73% | – |
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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% |