SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 633 filers reported holding SCHWAB STRATEGIC TR in Q2 2023. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $4,920 | -0.4% | 93,835 | +1.9% | 0.21% | +7.0% |
Q1 2023 | $4,938 | -100.0% | 92,102 | -90.6% | 0.20% | -88.0% |
Q4 2021 | $61,948,000 | +145.0% | 985,028 | +143.5% | 1.66% | +31.5% |
Q2 2021 | $25,284,000 | +451.7% | 404,486 | +407.5% | 1.26% | +403.2% |
Q1 2020 | $4,583,000 | +405.3% | 79,698 | +383.5% | 0.25% | +382.7% |
Q1 2019 | $907,000 | -75.5% | 16,482 | -76.2% | 0.05% | -76.8% |
Q4 2018 | $3,695,000 | +689.5% | 69,382 | +700.5% | 0.22% | +307.3% |
Q3 2018 | $468,000 | -35.4% | 8,667 | -33.9% | 0.06% | -29.5% |
Q3 2017 | $725,000 | -50.5% | 13,118 | -50.9% | 0.08% | -13.3% |
Q4 2016 | $1,466,000 | -20.5% | 26,734 | -17.2% | 0.09% | -47.4% |
Q3 2016 | $1,843,000 | – | 32,282 | – | 0.17% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Quadratic Capital Management LLC | 49,267,823 | $3,079,731,000 | 100.00% |
NinePointTwo Capital LLC | 1,713,470 | $107,109,000 | 37.74% |
Knowledge Leaders Capital, LLC | 329,957 | $20,626,000 | 13.80% |
AllGen Financial Advisors, Inc. | 235,677 | $14,732,167 | 11.31% |
Charles Schwab Investment Advisory, Inc. | 90,703,478 | $5,669,874,000 | 9.71% |
Carolina Wealth Advisors, LLC | 216,575 | $13,538,000 | 9.12% |
MONUMENTAL FINANCIAL GROUP INC. | 166,973 | $10,437,000 | 8.93% |
SVB Investment Services Inc. | 205,748 | $12,861,000 | 8.58% |
KEYSTONE WEALTH PARTNERS | 223,796 | $13,989,000 | 8.35% |
LVW Advisors, LLC | 695,048 | $43,447,000 | 7.71% |