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 | $1,287 | +210.9% | 24 | +200.0% | 0.00% | – |
Q4 2022 | $414 | – | 8 | 0.0% | 0.00% | – |
Q3 2022 | $0 | -100.0% | 8 | -98.8% | 0.00% | -100.0% |
Q2 2022 | $38,000 | +192.3% | 677 | +210.6% | 0.00% | – |
Q1 2022 | $13,000 | -61.8% | 218 | -59.9% | 0.00% | -100.0% |
Q4 2021 | $34,000 | +88.9% | 544 | +88.9% | 0.00% | 0.0% |
Q3 2021 | $18,000 | +5.9% | 288 | +3.2% | 0.00% | 0.0% |
Q2 2021 | $17,000 | 0.0% | 279 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $17,000 | -5.6% | 279 | -12.3% | 0.00% | -50.0% |
Q1 2020 | $18,000 | -25.0% | 318 | -25.5% | 0.00% | 0.0% |
Q4 2019 | $24,000 | 0.0% | 427 | +2.6% | 0.00% | 0.0% |
Q3 2019 | $24,000 | +1100.0% | 416 | +1024.3% | 0.00% | – |
Q1 2019 | $2,000 | 0.0% | 37 | 0.0% | 0.00% | – |
Q4 2018 | $2,000 | 0.0% | 37 | +23.3% | 0.00% | – |
Q3 2018 | $2,000 | 0.0% | 30 | +7.1% | 0.00% | – |
Q2 2018 | $2,000 | – | 28 | – | 0.00% | – |
Q1 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q3 2016 | $31,000 | -16.2% | 551 | -17.6% | 0.01% | -16.7% |
Q1 2016 | $37,000 | +825.0% | 669 | +913.6% | 0.01% | +200.0% |
Q3 2013 | $4,000 | -20.0% | 66 | -23.3% | 0.00% | -33.3% |
Q2 2013 | $5,000 | – | 86 | – | 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% |