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 | $438,304 | -13.7% | 8,681 | -10.4% | 0.45% | -9.2% |
| Q2 2023 | $507,717 | -15.1% | 9,684 | -16.1% | 0.50% | +9.0% |
| Q4 2022 | $598,038 | +0.0% | 11,547 | 0.0% | 0.46% | -15.0% |
| Q3 2022 | $598,000 | -7.6% | 11,547 | -0.4% | 0.54% | -2.7% |
| Q2 2022 | $647,000 | -13.2% | 11,590 | -5.5% | 0.55% | -2.3% |
| Q1 2022 | $745,000 | -2.6% | 12,265 | +0.8% | 0.57% | +27.4% |
| Q4 2021 | $765,000 | -9.5% | 12,169 | -9.9% | 0.44% | -24.7% |
| Q3 2021 | $845,000 | -4.2% | 13,507 | -4.3% | 0.59% | -13.7% |
| Q2 2021 | $882,000 | -6.2% | 14,108 | -8.2% | 0.68% | -12.3% |
| Q1 2021 | $940,000 | +1416.1% | 15,368 | -7.0% | 0.78% | +4781.2% |
| Q4 2020 | $62,000 | -93.8% | 16,531 | +2.6% | 0.02% | -98.3% |
| Q3 2020 | $992,000 | -25.9% | 16,107 | -28.9% | 0.94% | +200.0% |
| Q2 2020 | $1,339,000 | – | 22,667 | – | 0.31% | – |
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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% |