SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 695 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,875,108 | +1.0% | 74,507 | +1.3% | 0.12% | +0.8% |
Q1 2024 | $3,836,665 | +89.7% | 73,556 | +89.9% | 0.12% | +61.0% |
Q4 2023 | $2,022,071 | +6.1% | 38,737 | +2.6% | 0.08% | -3.8% |
Q3 2023 | $1,906,553 | -3.7% | 37,761 | 0.0% | 0.08% | +1.3% |
Q2 2023 | $1,979,809 | -4.0% | 37,761 | -1.9% | 0.08% | -6.0% |
Q1 2023 | $2,062,591 | +3.9% | 38,474 | +0.4% | 0.08% | +6.3% |
Q4 2022 | $1,984,230 | +8.1% | 38,313 | +8.2% | 0.08% | -4.8% |
Q3 2022 | $1,835,000 | -6.5% | 35,424 | +0.7% | 0.08% | -1.2% |
Q2 2022 | $1,963,000 | -8.1% | 35,187 | 0.0% | 0.08% | -1.2% |
Q1 2022 | $2,136,000 | -1.0% | 35,187 | +2.5% | 0.08% | -4.5% |
Q4 2021 | $2,158,000 | – | 34,319 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 32,290,969 | $2,030,779,000 | 95.48% |
NinePointTwo Capital LLC | 2,368,378 | $148,947,000 | 47.97% |
Joseph Group Capital Management | 252,975 | $15,910,000 | 15.30% |
Carolina Wealth Advisors, LLC | 342,484 | $21,539,000 | 12.17% |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 230,798 | $14,518,000 | 10.58% |
RE Dickinson Investment Advisors, LLC | 219,717 | $13,818,000 | 10.48% |
AllGen Financial Advisors, Inc. | 209,304 | $13,163,154 | 9.76% |
Charles Schwab Investment Advisory, Inc. | 97,963,022 | $6,160,894,000 | 9.66% |
SVB Investment Services Inc. | 223,080 | $14,490,000 | 9.63% |
LOWERY THOMAS, LLC | 215,829 | $13,573,000 | 9.36% |