SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $422,000 | 0.0% | 7,440 | -0.7% | 0.34% | -1.4% |
| Q2 2019 | $422,000 | +1.7% | 7,495 | -0.8% | 0.35% | +2.3% |
| Q1 2019 | $415,000 | -0.5% | 7,552 | -3.5% | 0.34% | -10.5% |
| Q4 2018 | $417,000 | +1.0% | 7,825 | +2.3% | 0.38% | +11.1% |
| Q3 2018 | $413,000 | +3.2% | 7,650 | +5.0% | 0.34% | +2.7% |
| Q2 2018 | $400,000 | +2.3% | 7,289 | +2.3% | 0.33% | -1.5% |
| Q1 2018 | $391,000 | -1.8% | 7,125 | -1.1% | 0.34% | -3.1% |
| Q4 2017 | $398,000 | +0.5% | 7,206 | +0.4% | 0.35% | -3.3% |
| Q3 2017 | $396,000 | +9.1% | 7,174 | +8.7% | 0.36% | +5.8% |
| Q2 2017 | $363,000 | -6.0% | 6,599 | -5.1% | 0.34% | -9.0% |
| Q1 2017 | $386,000 | +5.5% | 6,955 | +4.2% | 0.38% | +1.3% |
| Q4 2016 | $366,000 | – | 6,673 | – | 0.37% | – |
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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% |