SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 685 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $420 | -0.7% | 8,313 | +3.0% | 0.03% | 0.0% |
| Q2 2023 | $423 | -2.3% | 8,072 | +0.0% | 0.03% | -15.2% |
| Q1 2023 | $433 | +3.6% | 8,071 | 0.0% | 0.03% | -5.7% |
| Q4 2022 | $418 | -99.9% | 8,071 | +0.0% | 0.04% | -10.3% |
| Q3 2022 | $418,000 | -7.3% | 8,069 | -0.3% | 0.04% | -2.5% |
| Q2 2022 | $451,000 | -9.3% | 8,090 | -1.2% | 0.04% | +8.1% |
| Q1 2022 | $497,000 | -3.5% | 8,190 | 0.0% | 0.04% | +12.1% |
| Q4 2021 | $515,000 | +0.4% | 8,190 | 0.0% | 0.03% | -13.2% |
| Q3 2021 | $513,000 | +0.2% | 8,190 | 0.0% | 0.04% | +22.6% |
| Q2 2021 | $512,000 | +1.2% | 8,190 | -0.9% | 0.03% | -3.1% |
| Q1 2021 | $506,000 | -77.9% | 8,268 | -80.2% | 0.03% | -89.0% |
| Q1 2019 | $2,291,000 | +48.9% | 41,656 | +48.4% | 0.29% | -47.8% |
| Q4 2016 | $1,539,000 | – | 28,064 | – | 0.56% | – |
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% |