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 | $563,150 | -48.2% | 11,154 | -46.2% | 0.05% | -38.6% |
| Q2 2023 | $1,086,176 | -26.5% | 20,717 | -24.8% | 0.08% | -33.1% |
| Q1 2023 | $1,477,260 | -38.2% | 27,556 | -40.3% | 0.12% | -47.0% |
| Q4 2022 | $2,389,212 | -6.7% | 46,133 | -6.7% | 0.23% | -20.1% |
| Q3 2022 | $2,560,000 | +193.2% | 49,430 | +255.9% | 0.29% | +240.7% |
| Q4 2021 | $873,000 | +163.0% | 13,888 | +162.0% | 0.09% | +132.4% |
| Q3 2021 | $332,000 | 0.0% | 5,301 | -0.3% | 0.04% | -2.6% |
| Q2 2021 | $332,000 | +43.1% | 5,318 | +40.1% | 0.04% | +26.7% |
| Q1 2021 | $232,000 | -38.1% | 3,797 | -39.0% | 0.03% | -64.3% |
| Q2 2020 | $375,000 | – | 6,223 | – | 0.08% | – |
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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% |