SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 761 filers reported holding SCHWAB STRATEGIC TR in Q4 2021. The put-call ratio across all filers is 0.14 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,504,000 | -80.6% | 57,716 | -79.9% | 1.33% | -81.8% |
| Q4 2021 | $18,053,000 | +90.2% | 287,049 | +89.3% | 7.30% | +69.8% |
| Q3 2021 | $9,491,000 | +5.5% | 151,655 | +5.4% | 4.30% | -1.0% |
| Q2 2021 | $8,993,000 | -6.1% | 143,871 | -8.2% | 4.34% | -21.8% |
| Q1 2021 | $9,582,000 | -3.5% | 156,669 | -2.1% | 5.55% | -11.8% |
| Q4 2020 | $9,930,000 | – | 159,959 | – | 6.29% | – |
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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% |