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 | $416,066 | -45.6% | 8,241 | -43.5% | 0.20% | -45.7% |
| Q2 2023 | $764,783 | -90.9% | 14,587 | -90.6% | 0.38% | -91.0% |
| Q1 2023 | $8,362,153 | +109309.3% | 155,981 | +5.7% | 4.18% | +1.2% |
| Q4 2022 | $7,643 | -99.7% | 147,569 | +161.0% | 4.13% | -2.4% |
| Q3 2022 | $2,928,000 | -72.9% | 56,532 | -70.8% | 4.23% | -31.2% |
| Q2 2022 | $10,794,000 | +0.1% | 193,446 | +8.9% | 6.14% | +3.8% |
| Q1 2022 | $10,782,000 | +3.5% | 177,605 | +7.3% | 5.92% | +1.2% |
| Q4 2021 | $10,413,000 | +59.4% | 165,578 | +58.6% | 5.85% | +44.4% |
| Q3 2021 | $6,533,000 | +15.9% | 104,394 | +15.7% | 4.05% | +9.0% |
| Q2 2021 | $5,639,000 | – | 90,212 | – | 3.72% | – |
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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% |