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 | ||||
---|---|---|---|---|---|---|
Q2 2022 | $267,000 | -17.6% | 4,787 | -10.4% | 0.02% | 0.0% |
Q1 2022 | $324,000 | -4.1% | 5,343 | -0.7% | 0.02% | +4.3% |
Q4 2021 | $338,000 | +0.3% | 5,380 | -0.2% | 0.02% | -4.2% |
Q3 2021 | $337,000 | 0.0% | 5,390 | -0.1% | 0.02% | 0.0% |
Q2 2021 | $337,000 | +8.7% | 5,396 | +6.4% | 0.02% | 0.0% |
Q1 2021 | $310,000 | -28.1% | 5,073 | -27.0% | 0.02% | -33.3% |
Q4 2020 | $431,000 | +0.7% | 6,946 | -0.0% | 0.04% | -12.2% |
Q3 2020 | $428,000 | +2.6% | 6,947 | +0.0% | 0.04% | -6.8% |
Q2 2020 | $417,000 | -7.3% | 6,944 | -11.2% | 0.04% | -20.0% |
Q1 2020 | $450,000 | – | 7,819 | – | 0.06% | – |
Download |
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% |