SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,903,786 | -4.7% | 77,318 | -1.0% | 2.74% | -0.6% |
| Q2 2023 | $4,095,727 | -2.1% | 78,118 | -3.2% | 2.76% | -12.6% |
| Q4 2022 | $4,181,525 | -0.8% | 80,740 | -0.8% | 3.15% | -4.3% |
| Q3 2022 | $4,217,000 | -4.7% | 81,400 | +2.7% | 3.30% | +0.2% |
| Q2 2022 | $4,423,000 | -12.3% | 79,265 | -4.5% | 3.29% | +4.4% |
| Q1 2022 | $5,041,000 | +1.5% | 83,040 | +5.1% | 3.15% | +4.9% |
| Q4 2021 | $4,968,000 | +8.5% | 78,990 | +7.9% | 3.00% | +2.6% |
| Q3 2021 | $4,580,000 | +9.2% | 73,190 | +9.1% | 2.93% | +8.5% |
| Q2 2021 | $4,193,000 | +18.2% | 67,070 | +15.6% | 2.70% | +8.3% |
| Q1 2021 | $3,548,000 | +14.0% | 58,015 | +15.8% | 2.49% | +8.7% |
| Q4 2020 | $3,111,000 | +10.9% | 50,120 | +10.1% | 2.29% | +2.8% |
| Q3 2020 | $2,805,000 | +52.5% | 45,520 | +48.5% | 2.23% | +27.2% |
| Q2 2020 | $1,839,000 | +34.9% | 30,646 | +29.3% | 1.75% | +10.8% |
| Q1 2020 | $1,363,000 | +12.1% | 23,696 | +10.4% | 1.58% | +35.5% |
| Q4 2019 | $1,216,000 | – | 21,470 | – | 1.17% | – |
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% |