SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 17 filers reported holding SCHWAB STRATEGIC TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,940 | -3.7% | 6,000 | 0.0% | 0.28% | +0.4% |
| Q2 2023 | $314,580 | -4.8% | 6,000 | -2.7% | 0.28% | -3.8% |
| Q1 2023 | $330,506 | +47868.9% | 6,165 | -53.7% | 0.29% | -53.2% |
| Q4 2022 | $689 | -99.9% | 13,304 | -2.9% | 0.61% | -2.4% |
| Q3 2022 | $710,000 | -35.4% | 13,704 | -30.4% | 0.63% | -32.0% |
| Q2 2022 | $1,099,000 | -13.6% | 19,696 | -6.0% | 0.92% | -3.9% |
| Q1 2022 | $1,272,000 | -79.9% | 20,952 | -79.1% | 0.96% | -79.6% |
| Q4 2021 | $6,314,000 | +0.7% | 100,396 | +0.2% | 4.68% | -0.8% |
| Q3 2021 | $6,272,000 | +11.5% | 100,216 | +11.3% | 4.72% | +14.9% |
| Q2 2021 | $5,627,000 | – | 90,013 | – | 4.10% | – |
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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% |