SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $12,462,000 | -21.4% | 198,154 | -21.8% | 2.57% | -21.9% |
| Q3 2021 | $15,864,000 | -13.7% | 253,493 | -13.8% | 3.29% | -12.7% |
| Q2 2021 | $18,377,000 | +10.1% | 293,982 | +7.7% | 3.77% | +3.3% |
| Q1 2021 | $16,697,000 | +4.6% | 272,998 | +6.1% | 3.65% | +0.6% |
| Q4 2020 | $15,966,000 | +7.1% | 257,182 | +6.3% | 3.63% | -6.9% |
| Q3 2020 | $14,913,000 | +15.5% | 241,977 | +12.5% | 3.90% | +5.4% |
| Q2 2020 | $12,915,000 | +7.8% | 215,186 | +3.3% | 3.70% | -13.9% |
| Q1 2020 | $11,979,000 | -14.1% | 208,291 | -15.4% | 4.30% | +0.5% |
| Q4 2019 | $13,942,000 | +12.2% | 246,188 | +12.4% | 4.28% | +2.2% |
| Q3 2019 | $12,429,000 | +3.0% | 218,972 | +2.2% | 4.18% | -4.2% |
| Q2 2019 | $12,067,000 | +19.1% | 214,292 | +16.3% | 4.36% | +13.1% |
| Q1 2019 | $10,133,000 | – | 184,239 | – | 3.86% | – |
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% |