SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 581 filers reported holding SCHWAB STRATEGIC TR in Q2 2021. The put-call ratio across all filers is 0.80 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,544,558 | +491.4% | 28,811 | +471.3% | 0.03% | +287.5% |
| Q4 2022 | $261,177 | -88.4% | 5,043 | -86.4% | 0.01% | -89.9% |
| Q1 2022 | $2,245,000 | +783.9% | 36,972 | +816.5% | 0.08% | +618.2% |
| Q4 2021 | $254,000 | -28.2% | 4,034 | -28.7% | 0.01% | +10.0% |
| Q3 2021 | $354,000 | +23.3% | 5,660 | +20.5% | 0.01% | -37.5% |
| Q1 2021 | $287,000 | -83.6% | 4,699 | -84.5% | 0.02% | -59.0% |
| Q1 2020 | $1,747,000 | +186.4% | 30,377 | +182.1% | 0.04% | +875.0% |
| Q4 2019 | $610,000 | +111.8% | 10,768 | +99.3% | 0.00% | 0.0% |
| Q4 2018 | $288,000 | +32.7% | 5,402 | +37.7% | 0.00% | -80.0% |
| Q3 2017 | $217,000 | – | 3,923 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 11,732,683 | $628,989,136 | 89.91% |
| NinePointTwo Capital LLC | 1,879,201 | $100,743 | 37.99% |
| LifeGuide Financial Advisors, LLC | 474,153 | $25,419,351 | 20.45% |
| Sensible Financial Planning & Management, LLC. | 1,433,587 | $76,855 | 18.13% |
| Walker Financial Services, Inc. | 230,069 | $12,334,008 | 12.71% |
| Joseph Group Capital Management | 268,392 | $14,388,495 | 12.62% |
| Carolina Wealth Advisors, LLC | 317,408 | $17,016,236 | 9.96% |
| Greenline Partners, LLC | 893,645 | $47,913,293 | 9.14% |
| Almanack Investment Partners, LLC. | 859,574 | $46,081,760 | 9.09% |
| Live Oak Investment Partners | 189,219 | $10,143,903 | 8.91% |