SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 685 filers reported holding SCHWAB STRATEGIC TR in Q3 2022. The put-call ratio across all filers is 0.71 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $4 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $4 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $4 | -99.9% | 82 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $4,000 | -20.0% | 82 | 0.0% | 0.00% | -50.0% |
Q2 2022 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | -33.3% |
Q1 2020 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | +50.0% |
Q4 2019 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | -33.3% |
Q1 2019 | $5,000 | +25.0% | 82 | 0.0% | 0.00% | +50.0% |
Q4 2018 | $4,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $4,000 | -20.0% | 82 | 0.0% | 0.00% | -33.3% |
Q2 2018 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $5,000 | 0.0% | 82 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $5,000 | -16.7% | 82 | -26.8% | 0.00% | -25.0% |
Q2 2017 | $6,000 | 0.0% | 112 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $6,000 | -64.7% | 112 | -62.8% | 0.00% | -63.6% |
Q4 2016 | $17,000 | +183.3% | 301 | +186.7% | 0.01% | +175.0% |
Q3 2016 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $6,000 | 0.0% | 105 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $6,000 | +200.0% | 105 | +250.0% | 0.00% | +300.0% |
Q2 2015 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q3 2014 | $2,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
Q2 2014 | $2,000 | – | 30 | – | 0.00% | – |
Download |
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% |