SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 282 filers reported holding SCHWAB STRATEGIC TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,817 | -3.5% | 4,512 | +0.2% | 0.02% | 0.0% |
| Q2 2023 | $235,984 | -1.5% | 4,501 | +0.8% | 0.02% | -17.4% |
| Q1 2023 | $239,491 | -21.9% | 4,467 | -24.5% | 0.02% | -25.8% |
| Q4 2022 | $306,558 | +7.6% | 5,919 | +16.0% | 0.03% | -3.1% |
| Q2 2022 | $285,000 | -22.8% | 5,101 | -16.1% | 0.03% | -11.1% |
| Q1 2022 | $369,000 | -66.7% | 6,079 | -65.5% | 0.04% | -65.7% |
| Q4 2021 | $1,107,000 | -12.1% | 17,604 | -12.6% | 0.10% | -22.2% |
| Q3 2021 | $1,259,000 | 0.0% | 20,148 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $1,259,000 | -7.6% | 20,148 | -9.6% | 0.14% | -12.9% |
| Q1 2021 | $1,363,000 | +105.3% | 22,286 | +108.5% | 0.16% | +89.0% |
| Q4 2020 | $664,000 | +8200.0% | 10,691 | +7536.4% | 0.08% | +8100.0% |
| Q3 2020 | $8,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | 0.0% | 140 | -0.7% | 0.00% | -50.0% |
| Q1 2020 | $8,000 | 0.0% | 141 | 0.0% | 0.00% | +100.0% |
| Q4 2019 | $8,000 | 0.0% | 141 | -2.8% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | +700.0% | 145 | +400.0% | 0.00% | – |
| Q2 2018 | $1,000 | – | 29 | – | 0.00% | – |
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% |