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 | $107,999 | -8.2% | 2,139 | -4.7% | 0.01% | 0.0% |
| Q2 2023 | $117,706 | -6.1% | 2,245 | -4.0% | 0.01% | -13.3% |
| Q1 2023 | $125,394 | +7.0% | 2,339 | +3.4% | 0.02% | 0.0% |
| Q4 2022 | $117,201 | +17.2% | 2,263 | +16.6% | 0.02% | +15.4% |
| Q3 2022 | $100,000 | -15.3% | 1,940 | -8.4% | 0.01% | -13.3% |
| Q2 2022 | $118,000 | +6.3% | 2,117 | +15.8% | 0.02% | +15.4% |
| Q1 2022 | $111,000 | -3.5% | 1,828 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $115,000 | -35.4% | 1,828 | -35.7% | 0.01% | -40.9% |
| Q3 2021 | $178,000 | +56.1% | 2,843 | +55.5% | 0.02% | +57.1% |
| Q2 2021 | $114,000 | +119.2% | 1,828 | +115.1% | 0.01% | +100.0% |
| Q1 2021 | $52,000 | -75.4% | 850 | -74.9% | 0.01% | -78.1% |
| Q4 2020 | $211,000 | +124.5% | 3,392 | +106.6% | 0.03% | +60.0% |
| Q1 2020 | $94,000 | +1466.7% | 1,642 | +1575.5% | 0.02% | +1900.0% |
| Q3 2019 | $6,000 | – | 98 | – | 0.00% | – |
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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% |