SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 485 filers reported holding SCHWAB STRATEGIC TR in Q4 2020. The put-call ratio across all filers is 4.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278 | -99.9% | 5,511 | -6.0% | 0.00% | -20.0% |
| Q4 2022 | $304,000 | -99.8% | 5,862 | +52.0% | 0.01% | +25.0% |
| Q3 2022 | $200,000,000 | +85370.1% | 3,857 | -8.2% | 0.00% | -20.0% |
| Q2 2022 | $234,000 | -100.0% | 4,200 | -62.5% | 0.01% | -58.3% |
| Q4 2021 | $704,000,000 | +146872.9% | 11,191 | +46.2% | 0.01% | +20.0% |
| Q3 2021 | $479,000 | +74.2% | 7,652 | +74.1% | 0.01% | +66.7% |
| Q2 2021 | $275,000 | -45.1% | 4,394 | -46.4% | 0.01% | -50.0% |
| Q1 2021 | $501,000 | +53.2% | 8,193 | +55.5% | 0.01% | +33.3% |
| Q4 2020 | $327,000 | – | 5,269 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 23,598,169 | $1,316,778,000 | 96.09% |
| NinePointTwo Capital LLC | 2,108,962 | $117,680,000 | 41.08% |
| Walker Financial Services, Inc. | 666,453 | $37,188,103 | 36.20% |
| LifeGuide Financial Advisors, LLC | 459,969 | $25,666,000 | 23.43% |
| Sensible Financial Planning & Management, LLC. | 1,255,870 | $70,078,000 | 17.68% |
| Carolina Wealth Advisors, LLC | 377,694 | $21,075,000 | 13.92% |
| Joseph Group Capital Management | 227,443 | $12,691,000 | 12.72% |
| Reitz Capital Advisors LLC | 184,899 | $10,317,000 | 9.24% |
| Matrix Trust Co | 550,497 | $30,718,000 | 8.48% |
| Wealth Management Solutions, LLC | 268,473 | $14,981,000 | 8.43% |