SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 643 filers reported holding SCHWAB STRATEGIC TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $1,006,124 | -28.2% | 19,427 | -28.2% | 0.58% | -34.9% |
Q3 2022 | $1,402,000 | -8.5% | 27,064 | -1.5% | 0.89% | 0.0% |
Q2 2022 | $1,532,000 | +8.8% | 27,464 | +18.4% | 0.89% | +26.4% |
Q1 2022 | $1,408,000 | -3.4% | 23,190 | 0.0% | 0.71% | -6.7% |
Q4 2021 | $1,458,000 | +0.5% | 23,190 | 0.0% | 0.76% | -7.1% |
Q3 2021 | $1,451,000 | +0.1% | 23,190 | 0.0% | 0.82% | +2.3% |
Q2 2021 | $1,450,000 | +2.3% | 23,190 | 0.0% | 0.80% | -2.0% |
Q1 2021 | $1,418,000 | -7.5% | 23,190 | -6.1% | 0.81% | -8.8% |
Q4 2020 | $1,533,000 | +0.7% | 24,690 | 0.0% | 0.89% | -5.6% |
Q3 2020 | $1,522,000 | – | 24,690 | – | 0.95% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 24,648,549 | $1,496,413,000 | 92.91% |
NinePointTwo Capital LLC | 2,739,343 | $166,305,000 | 44.98% |
Walker Financial Services, Inc. | 687,180 | $41,718,714 | 38.30% |
Carolina Wealth Advisors, LLC | 354,702 | $21,534,000 | 13.60% |
Joseph Group Capital Management | 211,679 | $12,851,000 | 12.96% |
LifeGuide Financial Advisors, LLC | 252,709 | $15,342,000 | 11.84% |
Sensible Financial Planning & Management, LLC. | 725,861 | $44,067,000 | 11.78% |
RE Dickinson Investment Advisors, LLC | 242,169 | $14,702,000 | 9.88% |
Charles Schwab Investment Advisory, Inc. | 97,234,136 | $5,903,084,000 | 9.38% |
SVB Investment Services Inc. | 230,030 | $13,965,000 | 8.66% |