SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 630 filers reported holding SCHWAB STRATEGIC TR in Q2 2024. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $755,000 | – | 12,000 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 13,466,385 | $835,993,000 | 100.00% |
| Knowledge Leaders Capital, LLC | 330,706 | $20,530,000 | 17.85% |
| NinePointTwo Capital LLC | 678,582 | $42,126,000 | 17.15% |
| DWM Financial Group, Inc. | 141,934 | $8,811,000 | 12.00% |
| Charles Schwab Investment Advisory, Inc. | 89,796,311 | $5,574,555,000 | 11.56% |
| Carolina Wealth Advisors, LLC | 195,189 | $12,117,000 | 9.73% |
| SVB Investment Services Inc. | 187,004 | $11,609,000 | 9.01% |
| KEYSTONE WEALTH PARTNERS | 176,112 | $10,933,000 | 8.68% |
| LVW Advisors, LLC | 679,522 | $42,185,000 | 8.46% |
| BlueSky Wealth Advisors, LLC | 503,684 | $31,269,000 | 7.55% |