SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $279,309 | +33.1% | 5,532 | +36.5% | 0.03% | +14.3% |
| Q4 2022 | $209,850 | -26.6% | 4,052 | -26.5% | 0.03% | -33.3% |
| Q3 2022 | $286,000 | -7.1% | 5,513 | 0.0% | 0.04% | -6.7% |
| Q2 2022 | $308,000 | -8.1% | 5,513 | 0.0% | 0.04% | +4.7% |
| Q1 2022 | $335,000 | +3.4% | 5,513 | +7.1% | 0.04% | 0.0% |
| Q4 2021 | $324,000 | +20.9% | 5,149 | +20.4% | 0.04% | -10.4% |
| Q3 2021 | $268,000 | -0.4% | 4,276 | -0.7% | 0.05% | -2.0% |
| Q2 2021 | $269,000 | -0.7% | 4,306 | -2.8% | 0.05% | -16.9% |
| Q1 2021 | $271,000 | -87.4% | 4,428 | -87.2% | 0.06% | -84.3% |
| Q4 2020 | $2,146,000 | – | 34,571 | – | 0.38% | – |
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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% |