SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 685 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $97,000 | +86.5% | 1,870 | +102.6% | 0.00% | +100.0% |
Q2 2022 | $52,000 | -7.1% | 923 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $56,000 | -3.4% | 923 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $58,000 | 0.0% | 923 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $58,000 | +16.0% | 923 | +16.0% | 0.00% | 0.0% |
Q2 2021 | $50,000 | -15.3% | 796 | -16.5% | 0.00% | 0.0% |
Q4 2020 | $59,000 | 0.0% | 953 | 0.0% | 0.00% | -50.0% |
Q3 2020 | $59,000 | +156.5% | 953 | -67.7% | 0.00% | +100.0% |
Q2 2020 | $23,000 | -80.0% | 2,953 | +47.6% | 0.00% | -75.0% |
Q1 2020 | $115,000 | +2775.0% | 2,000 | +2930.3% | 0.00% | – |
Q4 2018 | $4,000 | 0.0% | 66 | +1.5% | 0.00% | – |
Q4 2014 | $4,000 | 0.0% | 65 | 0.0% | 0.00% | – |
Q3 2014 | $4,000 | 0.0% | 65 | 0.0% | 0.00% | – |
Q2 2014 | $4,000 | – | 65 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 47,993,433 | $3,003,429,000 | 99.85% |
NinePointTwo Capital LLC | 2,287,641 | $143,160,000 | 55.49% |
Knowledge Leaders Capital, LLC | 329,957 | $20,649,000 | 16.67% |
AllGen Financial Advisors, Inc. | 242,762 | $15,192,072 | 12.40% |
Charles Schwab Investment Advisory, Inc. | 94,379,550 | $5,906,273,000 | 9.87% |
SVB Investment Services Inc. | 231,493 | $14,487,000 | 9.66% |
MONUMENTAL FINANCIAL GROUP INC. | 189,330 | $11,848,000 | 9.46% |
Carolina Wealth Advisors, LLC | 220,866 | $13,822,000 | 9.15% |
PEAK FINANCIAL ADVISORS LLC | 157,484 | $9,855,000 | 8.67% |
KEYSTONE WEALTH PARTNERS | 237,311 | $14,851,000 | 8.18% |