SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321,874 | -3.7% | 6,375 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $334,241 | -23.7% | 6,375 | -22.0% | 0.07% | -27.0% |
| Q1 2023 | $438,262 | -62.6% | 8,175 | -63.9% | 0.10% | -64.2% |
| Q4 2022 | $1,172,785 | -34.9% | 22,645 | -34.9% | 0.28% | -37.3% |
| Q3 2022 | $1,802,000 | +11.6% | 34,795 | +20.2% | 0.44% | +19.3% |
| Q2 2022 | $1,615,000 | -8.1% | 28,945 | 0.0% | 0.37% | +9.1% |
| Q1 2022 | $1,757,000 | -3.5% | 28,945 | 0.0% | 0.34% | +0.6% |
| Q4 2021 | $1,820,000 | – | 28,945 | – | 0.34% | – |
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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% |