SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $956,640 | -36.5% | 18,947 | -34.1% | 0.09% | -30.7% |
| Q2 2023 | $1,506,776 | -2.4% | 28,739 | -0.2% | 0.13% | -6.6% |
| Q1 2023 | $1,543,929 | -0.5% | 28,799 | -1.4% | 0.14% | +0.7% |
| Q4 2022 | $1,551,082 | -3.1% | 29,216 | -5.4% | 0.14% | -18.2% |
| Q3 2022 | $1,600,000 | -10.6% | 30,890 | -3.7% | 0.16% | -5.7% |
| Q2 2022 | $1,790,000 | +3.2% | 32,092 | +12.3% | 0.18% | +16.7% |
| Q1 2022 | $1,734,000 | -1.9% | 28,568 | +1.6% | 0.15% | 0.0% |
| Q4 2021 | $1,768,000 | +7.0% | 28,124 | +6.5% | 0.15% | +0.7% |
| Q3 2021 | $1,653,000 | -6.9% | 26,416 | -7.0% | 0.15% | -9.1% |
| Q2 2021 | $1,775,000 | +6.1% | 28,397 | +3.8% | 0.16% | -1.2% |
| Q1 2021 | $1,673,000 | +17.9% | 27,361 | +18.8% | 0.17% | -1.8% |
| Q3 2020 | $1,419,000 | -99.9% | 23,035 | +1.8% | 0.17% | -1.7% |
| Q2 2020 | $1,357,864,000 | +100557.1% | 22,623 | -3.6% | 0.17% | -16.1% |
| Q1 2020 | $1,349,000 | -3.1% | 23,473 | -4.5% | 0.20% | +13.9% |
| Q4 2019 | $1,392,000 | -5.9% | 24,584 | -5.1% | 0.18% | -12.2% |
| Q3 2019 | $1,480,000 | +6.7% | 25,907 | +5.1% | 0.20% | +5.7% |
| Q2 2019 | $1,387,000 | +9.3% | 24,648 | +6.7% | 0.19% | +3.7% |
| Q1 2019 | $1,269,000 | – | 23,090 | – | 0.19% | – |
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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% |