SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 685 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,239,175 | -8.3% | 222,602 | -4.8% | 6.68% | -6.1% |
| Q2 2023 | $12,259,654 | +6.1% | 233,829 | +8.5% | 7.11% | -0.4% |
| Q1 2023 | $11,558,102 | +80.8% | 215,596 | +74.7% | 7.14% | +63.7% |
| Q4 2022 | $6,392,906 | -29.1% | 123,439 | -29.1% | 4.36% | -29.7% |
| Q3 2022 | $9,023,000 | +1.2% | 174,190 | +9.0% | 6.21% | -2.2% |
| Q2 2022 | $8,919,000 | -8.0% | 159,830 | +0.1% | 6.35% | +3.3% |
| Q1 2022 | $9,694,000 | +75.1% | 159,681 | +81.4% | 6.15% | +81.1% |
| Q4 2021 | $5,536,000 | +1.3% | 88,021 | +0.8% | 3.40% | -5.3% |
| Q3 2021 | $5,466,000 | -1.5% | 87,351 | -1.6% | 3.59% | +5.1% |
| Q2 2021 | $5,549,000 | +2.5% | 88,771 | +0.3% | 3.41% | -2.4% |
| Q1 2021 | $5,412,000 | -3.4% | 88,490 | -2.0% | 3.50% | -8.7% |
| Q4 2020 | $5,604,000 | +0.3% | 90,266 | -0.4% | 3.83% | -15.0% |
| Q3 2020 | $5,587,000 | +22.4% | 90,658 | +19.2% | 4.50% | +19.1% |
| Q2 2020 | $4,566,000 | +19.2% | 76,070 | +12.4% | 3.78% | -4.4% |
| Q4 2019 | $3,832,000 | – | 67,670 | – | 3.95% | – |
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% |