SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 687 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $248,598 | -5.2% | 4,742 | -3.0% | 0.25% | -4.9% |
| Q1 2023 | $262,149 | -73.7% | 4,889 | -74.6% | 0.27% | -65.5% |
| Q4 2022 | $997,015 | -62.7% | 19,251 | -62.7% | 0.77% | -63.7% |
| Q3 2022 | $2,673,000 | -30.8% | 51,593 | -25.5% | 2.12% | -26.8% |
| Q2 2022 | $3,865,000 | +21.5% | 69,257 | +32.2% | 2.90% | +38.6% |
| Q1 2022 | $3,181,000 | -32.4% | 52,389 | -29.9% | 2.09% | -27.1% |
| Q4 2021 | $4,703,000 | +136.3% | 74,783 | +135.2% | 2.87% | +127.4% |
| Q3 2021 | $1,990,000 | +825.6% | 31,799 | +826.5% | 1.26% | +848.1% |
| Q2 2021 | $215,000 | +41.4% | 3,432 | +38.5% | 0.13% | +34.3% |
| Q1 2021 | $152,000 | – | 2,478 | – | 0.10% | – |
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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% |