SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 702 filers reported holding SCHWAB STRATEGIC TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $696,000 | +8.1% | 11,240 | -2.6% | 2.19% | +51.5% |
| Q2 2022 | $644,000 | -8.3% | 11,543 | -0.2% | 1.45% | +573.0% |
| Q1 2022 | $702,000 | -2.0% | 11,568 | +1.6% | 0.22% | -16.3% |
| Q4 2021 | $716,000 | +25.0% | 11,390 | +24.4% | 0.26% | +108.9% |
| Q3 2021 | $573,000 | -19.7% | 9,157 | -20.2% | 0.12% | -9.6% |
| Q2 2021 | $714,000 | – | 11,470 | – | 0.14% | – |
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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% |