SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 687 filers reported holding SCHWAB STRATEGIC TR in Q4 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.9%.
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 | 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% |