SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 390 filers reported holding SCHWAB STRATEGIC TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $568,000 | -45.9% | 9,361 | -43.9% | 0.16% | -45.0% |
| Q4 2021 | $1,049,000 | -1.3% | 16,680 | -1.8% | 0.30% | -6.5% |
| Q3 2021 | $1,063,000 | -7.2% | 16,985 | -7.3% | 0.32% | +5.6% |
| Q2 2021 | $1,145,000 | +5.8% | 18,323 | +3.6% | 0.30% | -4.7% |
| Q1 2021 | $1,082,000 | +2.0% | 17,689 | +3.5% | 0.32% | +43.0% |
| Q4 2020 | $1,061,000 | +12.9% | 17,096 | +12.1% | 0.22% | +13.8% |
| Q3 2020 | $940,000 | -9.1% | 15,250 | -11.5% | 0.20% | -4.4% |
| Q2 2020 | $1,034,000 | +192.9% | 17,229 | +180.9% | 0.20% | +180.8% |
| Q1 2020 | $353,000 | – | 6,133 | – | 0.07% | – |
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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% |