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 | $1,887,417 | -0.8% | 37,382 | +3.0% | 0.16% | -1.9% |
| Q2 2023 | $1,901,967 | -4.2% | 36,276 | -2.1% | 0.16% | -12.4% |
| Q1 2023 | $1,986,131 | +32.7% | 37,048 | +28.2% | 0.18% | +20.9% |
| Q4 2022 | $1,496,220 | -21.5% | 28,889 | -20.6% | 0.15% | +40.4% |
| Q3 2022 | $1,905,000 | -1.1% | 36,369 | +4.9% | 0.11% | -1.8% |
| Q2 2022 | $1,927,000 | +7.8% | 34,658 | +17.7% | 0.11% | +27.6% |
| Q1 2022 | $1,787,000 | +143.8% | 29,436 | +151.9% | 0.09% | +20.8% |
| Q4 2021 | $733,000 | +146.8% | 11,686 | +146.6% | 0.07% | +132.3% |
| Q2 2021 | $297,000 | – | 4,738 | – | 0.03% | – |
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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% |