SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 314 filers reported holding SCHWAB STRATEGIC TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $4,486,000 | +180.6% | 71,761 | +174.5% | 0.00% | +100.0% |
| Q1 2021 | $1,599,000 | -26.4% | 26,145 | -25.3% | 0.00% | 0.0% |
| Q4 2020 | $2,172,000 | -18.2% | 34,992 | -18.8% | 0.00% | -50.0% |
| Q3 2020 | $2,654,000 | +22.3% | 43,068 | +19.1% | 0.00% | 0.0% |
| Q2 2020 | $2,170,000 | +3238.5% | 36,156 | +3085.6% | 0.00% | – |
| Q1 2020 | $65,000 | -95.6% | 1,135 | -95.7% | 0.00% | -100.0% |
| Q4 2019 | $1,489,000 | +510.2% | 26,300 | +510.2% | 0.00% | – |
| Q3 2019 | $244,000 | +165.2% | 4,310 | +163.1% | 0.00% | – |
| Q2 2019 | $92,000 | +114.0% | 1,638 | +108.7% | 0.00% | – |
| Q1 2019 | $43,000 | -57.8% | 785 | -59.2% | 0.00% | – |
| Q4 2018 | $102,000 | +580.0% | 1,926 | +624.1% | 0.00% | – |
| Q2 2018 | $15,000 | – | 266 | – | 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% |