SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 628 filers reported holding SCHWAB STRATEGIC TR in Q3 2021. The put-call ratio across all filers is 0.25 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $180,000 | +1025.0% | 2,880 | +1020.6% | 0.00% | – |
| Q2 2021 | $16,000 | -23.8% | 257 | -25.1% | 0.00% | – |
| Q3 2020 | $21,000 | -85.8% | 343 | -87.3% | 0.00% | -100.0% |
| Q2 2018 | $148,000 | -57.1% | 2,695 | -57.2% | 0.00% | 0.0% |
| Q1 2018 | $345,000 | +131.5% | 6,292 | +133.5% | 0.00% | 0.0% |
| Q4 2017 | $149,000 | -50.2% | 2,695 | -50.2% | 0.00% | 0.0% |
| Q3 2017 | $299,000 | +0.3% | 5,410 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $298,000 | -0.7% | 5,410 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $300,000 | +1.0% | 5,410 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $297,000 | – | 5,410 | – | 0.00% | – |
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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% |