SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 740 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,473,000 | -91.0% | 23,423 | -91.9% | 0.01% | -92.9% |
| Q2 2019 | $16,351,000 | +2598.2% | 290,370 | +2548.4% | 0.11% | +2160.0% |
| Q3 2017 | $606,000 | -33.2% | 10,964 | -33.4% | 0.01% | -37.5% |
| Q2 2017 | $907,000 | -0.8% | 16,464 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $914,000 | +1.2% | 16,464 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $903,000 | -3.9% | 16,464 | 0.0% | 0.01% | -20.0% |
| Q3 2016 | $940,000 | +1.1% | 16,464 | 0.0% | 0.01% | +42.9% |
| Q2 2016 | $930,000 | +1.8% | 16,464 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $914,000 | – | 16,464 | – | 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% |