SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 687 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $315,000 | -34.4% | 6,082 | -29.3% | 0.12% | -31.8% |
| Q2 2022 | $480,000 | +42.4% | 8,604 | +55.1% | 0.18% | +62.7% |
| Q1 2022 | $337,000 | -47.3% | 5,548 | -45.4% | 0.11% | -47.1% |
| Q4 2021 | $639,000 | -68.5% | 10,164 | -68.7% | 0.21% | -65.3% |
| Q3 2021 | $2,031,000 | +30.5% | 32,462 | +30.4% | 0.60% | +30.2% |
| Q2 2021 | $1,556,000 | – | 24,896 | – | 0.46% | – |
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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% |