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 | $748,812 | -5.1% | 14,831 | -1.5% | 0.78% | 0.0% |
Q2 2023 | $789,341 | -6.6% | 15,055 | -4.5% | 0.78% | -9.0% |
Q1 2023 | $845,247 | -6.1% | 15,767 | -9.3% | 0.86% | -8.9% |
Q4 2022 | $900,451 | -1.2% | 17,387 | -1.2% | 0.94% | -7.5% |
Q3 2022 | $911,000 | -8.1% | 17,590 | -1.0% | 1.02% | -3.6% |
Q2 2022 | $991,000 | -12.5% | 17,760 | -4.9% | 1.06% | +2.2% |
Q1 2022 | $1,133,000 | -5.6% | 18,670 | -2.1% | 1.03% | -3.6% |
Q4 2021 | $1,200,000 | – | 19,080 | – | 1.07% | – |
Download |
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% |