SCHWAB STRATEGIC TR's ticker is SCHP and the CUSIP is 808524870. A total of 740 filers reported holding SCHWAB STRATEGIC TR in Q1 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,565 | -99.2% | 31 | -99.1% | 0.00% | -100.0% |
| Q2 2023 | $188,433 | +1712927.3% | 3,594 | +1587.3% | 0.01% | – |
| Q1 2023 | $11 | -59.3% | 213 | -58.5% | 0.00% | -100.0% |
| Q4 2022 | $27 | -98.6% | 513 | +1408.8% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -99.7% | 34 | -99.7% | 0.00% | -100.0% |
| Q1 2022 | $596,000 | +59500.0% | 9,814 | +122575.0% | 0.01% | – |
| Q4 2021 | $1,000 | 0.0% | 8 | -20.0% | 0.00% | – |
| Q3 2021 | $1,000 | -83.3% | 10 | -90.0% | 0.00% | – |
| Q4 2019 | $6,000 | -86.0% | 100 | -86.8% | 0.00% | -100.0% |
| Q2 2019 | $43,000 | +59.3% | 755 | +51.0% | 0.00% | -25.0% |
| Q4 2015 | $27,000 | +575.0% | 500 | +657.6% | 0.00% | – |
| Q3 2015 | $4,000 | -60.0% | 66 | -65.8% | 0.00% | -100.0% |
| Q4 2013 | $10,000 | – | 193 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quadratic Capital Management LLC | 15,901,419 | $823,534,490 | 96.89% |
| NinePointTwo Capital LLC | 1,920,706 | $99,473 | 41.28% |
| LifeGuide Financial Advisors, LLC | 454,387 | $23,532,711 | 20.40% |
| Sensible Financial Planning & Management, LLC. | 1,395,263 | $72,261 | 17.95% |
| Walker Financial Services, Inc. | 230,069 | $12,334,008 | 12.71% |
| Joseph Group Capital Management | 234,614 | $12,151,000 | 11.54% |
| Carolina Wealth Advisors, LLC | 293,115 | $15,180 | 9.56% |
| Wealth Management Solutions, LLC | 291,808 | $15,113 | 7.94% |
| Matrix Trust Co | 587,933 | $30,449 | 7.71% |
| Live Oak Investment Partners | 158,635 | $8,215,424 | 7.54% |