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 | $2,322,487 | -3.8% | 45,999 | -0.1% | 0.12% | -6.3% |
Q2 2023 | $2,415,273 | -3.6% | 46,067 | -1.4% | 0.13% | -11.9% |
Q1 2023 | $2,504,192 | +3.0% | 46,711 | -0.5% | 0.14% | -6.5% |
Q4 2022 | $2,430,622 | -3.6% | 46,932 | -3.6% | 0.15% | -20.3% |
Q3 2022 | $2,521,000 | +982.0% | 48,661 | +1063.9% | 0.19% | +814.3% |
Q2 2022 | $233,000 | -7.2% | 4,181 | +1.0% | 0.02% | +10.5% |
Q1 2022 | $251,000 | +24.9% | 4,139 | +28.9% | 0.02% | +18.8% |
Q3 2021 | $201,000 | +302.0% | 3,211 | +253.2% | 0.02% | +23.1% |
Q1 2018 | $50,000 | 0.0% | 909 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $50,000 | 0.0% | 909 | 0.0% | 0.01% | -38.1% |
Q3 2017 | $50,000 | -45.1% | 909 | +1793.8% | 0.02% | -52.3% |
Q2 2017 | $91,000 | +4450.0% | 48 | 0.0% | 0.04% | +4300.0% |
Q1 2017 | $2,000 | -94.3% | 48 | -92.5% | 0.00% | -96.2% |
Q4 2016 | $35,000 | – | 637 | – | 0.03% | – |
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% |