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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,610,044 | -18.1% | 31,888 | -15.0% | 1.68% | -4.6% |
| Q2 2023 | $1,967,044 | -18.6% | 37,518 | -16.7% | 1.76% | -23.7% |
| Q1 2023 | $2,415,248 | -5.9% | 45,052 | -9.1% | 2.30% | -6.7% |
| Q4 2022 | $2,567,483 | -12.6% | 49,575 | -12.4% | 2.47% | -16.8% |
| Q3 2022 | $2,937,000 | -26.0% | 56,595 | -20.7% | 2.97% | -21.6% |
| Q2 2022 | $3,967,000 | -13.3% | 71,346 | -5.4% | 3.78% | -2.5% |
| Q1 2022 | $4,578,000 | -6.4% | 75,410 | -3.1% | 3.88% | -1.2% |
| Q4 2021 | $4,892,000 | – | 77,787 | – | 3.93% | – |
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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% |