SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $275,445 | -78.8% | 5,236 | -77.5% | 0.27% | -78.8% |
| Q2 2022 | $1,298,000 | -34.7% | 23,258 | -28.9% | 1.28% | -17.8% |
| Q1 2022 | $1,987,000 | -28.0% | 32,722 | -25.5% | 1.56% | -24.6% |
| Q4 2021 | $2,760,000 | +5.5% | 43,894 | +5.0% | 2.07% | -1.9% |
| Q3 2021 | $2,615,000 | +67.1% | 41,785 | +63.3% | 2.11% | +41.4% |
| Q1 2021 | $1,565,000 | – | 25,589 | – | 1.49% | – |
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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% |